Not for Profit and Charitable Foundations

non-profitWe have extensive experience in advising not for profit and Charitable Foundations on how they can achieve their investment goals, capital growth, security and cash flow.

Some of the issues which you may need to consider are

  • Reviewing (or helping to establish ) an investment policy
  • Assisting with the asset allocation of the portfolio
  • Benchmarking (or reviewing) the investment portfolio
  • Making investment recommendations and ongoing management
  • Assisting with balancing the income and capital growth needs
Make an appointment to see one of the Main Street team

 

The financial planning process starts with an initial meeting (at our cost) to discuss your needs, objectives and financial circumstances. To ensure that this meeting is as productive as possible it is important that you bring along any relevant materials including investment, and insurance statements.

We look forward to working with you and helping you achieve your financial objectives.

Main Street Financial Solutions is a Corporate Authorised Representative of Fitzpatricks Private Wealth Pty Ltd ABN 33 093 667 595 AFSL 247 429. The information on this website is provided as general and factual information and should not be regarded as personal advice. To provide personal advice we need to take into consideration your own personal financial position and goals and provide appropriate advice accordingly. If you would like specific personal advice for your circumstances, please contact us or any other financial planner, financial adviser or any other financial professional.

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Email: admin@mainstreetfs.com.au
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