About Us

Vision

To be a trusted and valued resource in helping achieve the greater good.


Mission

To promote philanthropic awareness and encourage greater monetary support for not-for-profit organisations via the provision of education and consulting services to financial professionals and their high-net-worth clients.


Core Values

G
Generosity
I
Impact
V
Virtue
E
Empathy

Brad Mackay

Brad is the founding Director and Principal Consultant. Prior to establishing the firm, he spent an enjoyable 22 years in the Australian financial services industry, initially as a financial adviser and then within the corporate environment where he held management positions in the investment divisions of both MLC and Zurich.

Formal qualifications:

  • Graduate Certificate in Philanthropy and Nonprofit Studies
  • Bachelor of Commerce
  • Diploma of Financial Planning
  • Diploma of Financial Markets

Brad is a member of Philanthropy Australia and has been a Certified Financial Planner member of the FPA since 2000.

Brad Mackay