Heading up Pitcher Partners Sydney Lending Services, John helps a diverse range of clients, including high net worth individuals, professional service firms, small to medium sized businesses, first home buyers and investors. Regardless of who they are or what stage of their journey, John helps clients achieve their personal and business goals through tailored lending […]
Chris leads the Pitcher Partners Sydney Insurance Services (PPSIS), a joint venture between Pitcher Partners Sydney and MBS Insurance, of which Chris is a Partner and Director. This joint venture gives PPSIS access to one of the largest distributors of life insurance policies in the Australian IFA market. Chris and the team are driven to […]
Serving the needs of high net wealth individuals and families, Martin provides wealth services that protects and builds wealth. Specialising in superannuation, self-managed super funds, retirement planning and investment management, clients receive professional and specialist advice that is appropriate to their individual circumstances. Martin’s trusted advice has been acknowledged by the Guardianship Division of the […]
Jordan provides strategic wealth advice to high net wealth individuals and families, corporate executives, sporting professionals and self-funded retirees. Protecting and building personal wealth, Jordan assists clients with a range of financial planning, investment and advisory services including investment selection, investment management/review, strategic advice and superannuation strategies. With a strong focus on growing individual wealth, […]
Charlie provides financial advisory and wealth services to high net worth and ultra-high net worth individuals. Protecting and growing his client’s wealth, he specialises in ongoing investment management and administrative services. Charlie’s expertise and investment philosophy sees him personally responsible for over $1.5 billion of funds under management. In 2003 Charlie spearheaded the implementation of […]
With its “ground zero” in the Chinese city of Wuhan, the coronavirus health issue quickly escalated to become a pandemic as it spread across the globe. Australia was found to not be immune from both the disease itself (though it fared better than the majority of nations in this regard) as well as the economic […]
With the financial year end fast approaching, there is still an opportunity to make a final contribution into superannuation. Some of the contributions strategies and concessions available are summarised below. 1. Personal tax-deductible contributions Concessional contributions cap is $25,000 for all individuals. Since 1 July 2017 all taxpayers under age 65 are allowed to claim […]
Amazon was founded by Jeff Bezos and listed on the Nasdaq in March 1997 at $18 per share. At the time its principal business was an online book store. Its pursuit of growth over profit was met with some scepticism in the early years and not without good reason as it wasn’t until 2001 before […]
The health and economic impact of Covid-19 is unprecedented. Economies are also facing enormous turmoil and businesses of all sizes are being tested. Significant changes to the economic environment require entities to test assets and cash generating units (CGU’s) for impairment, particularly goodwill. Impairment testing involves a comparison of the carrying value of an asset […]
Welcome to our winter wealth management update This edition covers the following topics: Year-end superannuation contributions and concessions With the financial year end fast approaching, there is still an opportunity to make a final contribution into superannuation. Some of the contributions strategies and concessions available are summarised below. Read more Stock Spotlight: Amazon.com Inc (US:AMZN) […]
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