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Ep 5 - Giving back: Building legacy through meaningful philanthropy
Philanthropy can be one of the most meaningful ways to give back, and for many high-net-wealth individuals, it can also be a chance to create a legacy that reflects your values, passions, and purpose. Naomi Simson is joined by Josephine Hanna, National Head of Ultra High Net Wealth at Commonwealth Private, and Fiona Higgins, a founding director and Specialist Advisor, Giving at Australian Philanthropic Services, to explore how structured giving can support the causes you care about. From setting up or supporting a foundation to volunteering your time, they discuss what to consider, and how philanthropy can become a powerful part of your wealth journey.
The content in this podcast is prepared and approved for distribution in Australia by Commonwealth Private Limited ABN 30 125 238 039 AFSL 314018 a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124 AFSL and Australian credit licence 234945. Further information is available in Commonwealth Private Limited’s Financial Services Guide located at https://www.commbank.com.au/content/dam/commbank/personal/download-printed-forms/premier-and-private-banking/commonwealth-private-financial-services-guide.pdf Commonwealth Private Limited is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Cth). Its obligations do not represent deposits or other liabilities of the Commonwealth Bank of Australia.
The information in this podcast is general in nature, and has been prepared without taking into account your objectives, financial situation, or needs. Consider the appropriateness of the information before acting and seek appropriate financial advice. The views expressed by contributors are their own and not necessarily of Commonwealth Private or other affiliated organisations. The information presented in this podcast is correct at the time of recording and may be subject to change. Past performance is not an indicator of future performance. Returns and the repayment of capital are not guaranteed.
See omnystudio.com/listener for privacy information.
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By Commonwealth PrivatePhilanthropy can be one of the most meaningful ways to give back, and for many high-net-wealth individuals, it can also be a chance to create a legacy that reflects your values, passions, and purpose. Naomi Simson is joined by Josephine Hanna, National Head of Ultra High Net Wealth at Commonwealth Private, and Fiona Higgins, a founding director and Specialist Advisor, Giving at Australian Philanthropic Services, to explore how structured giving can support the causes you care about. From setting up or supporting a foundation to volunteering your time, they discuss what to consider, and how philanthropy can become a powerful part of your wealth journey.
The content in this podcast is prepared and approved for distribution in Australia by Commonwealth Private Limited ABN 30 125 238 039 AFSL 314018 a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124 AFSL and Australian credit licence 234945. Further information is available in Commonwealth Private Limited’s Financial Services Guide located at https://www.commbank.com.au/content/dam/commbank/personal/download-printed-forms/premier-and-private-banking/commonwealth-private-financial-services-guide.pdf Commonwealth Private Limited is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Cth). Its obligations do not represent deposits or other liabilities of the Commonwealth Bank of Australia.
The information in this podcast is general in nature, and has been prepared without taking into account your objectives, financial situation, or needs. Consider the appropriateness of the information before acting and seek appropriate financial advice. The views expressed by contributors are their own and not necessarily of Commonwealth Private or other affiliated organisations. The information presented in this podcast is correct at the time of recording and may be subject to change. Past performance is not an indicator of future performance. Returns and the repayment of capital are not guaranteed.
See omnystudio.com/listener for privacy information.