I found Higher Purpose a pleasure to work with and extremely understanding of the long term relationships I have built with my clients. They take a client-centric approach in assuring that my client’s philanthropic actions align with their wishes and that funds are directed towards appropriate organisations that maximise the value of the contribution for the cause.
Higher Purpose is my first point of call whenever I have clients interested in charitable giving. I trust that they will receive a tailored service, providing them with guidance and clarity to be able to support their chosen causes in the most effective way. Every client that has worked with Brad has found the experience extremely rewarding and has commented on his attention to detail, knowledge and empathy.
I like to assist my High Net Worth lending clients with any matters relating to the successful management of their financial affairs. In the case of philanthropy, I happily refer them to Higher Purpose for any discussions which are in relation to charitable giving.
We were pleased to have Higher Purpose present an introduction to philanthropy session at our annual client briefing. The session was engaging and informative, and it complemented our investment and economic related presentations.