Purpose of Wealth

When you think about big life events for your family wealth and business, where does tax rate on the list?

It might not be at the top, but it needs to be up there. If not, there’s the risk of losing a big chunk of family capital, and potentially making the kids and grandkids grumpy. 

In this episode, host Narelle Hooper chats with Mutual Trust's George Psarrakos, who has advised some of Australia’s...

How great is the feeling when you have a win? According to our guest in this episode of the Purpose of Wealth, it's not just about personal triumph, but about dreaming big, teamwork, discipline, and goal setting.

Host Narelle Hooper chats with Peter Antonie OAM, the greatest all-rounder in the history of Aussie rowing. The Olympic gold medallist is also a Partner at Mutual Trust, and has been part of the wealth management team...

What do you think makes for success in a relationship? Trust, respect, communication, commitment, compromise - they all sound great on paper. But what about when it comes to trusting your wealth and private family interests in the hands of an advisor?

In this episode, host Narelle Hooper jumps on board a 27-year-old partnership to chat with John Calvert-Jones, the sage of family office SeaFirst Australia. John has ...

What does it take for you and your family to feel safe and secure?

If you think about Maslow’s hierarchy of needs, right after food, water, and shelter, comes safety. And sure, high walls, cameras, even a loyal dog might help. But what about the risks you can’t see - the threats you can’t predict or control?

In this episode, host Narelle Hooper chats with a former ADF Special Operations leader, ...

What’s the most powerful document a family can have?

What’s the most powerful document a family can have?

Most of us would think it's your will - but there’s another important document that can shape your family’s legacy for generations, its a Family Constitution.

In this episode, host Narelle Hooper sits down with Nicola Michell, a sixth-generatio...

How can you and your family stay grounded amidst great wealth?

The answer might just lie in purposeful giving.

In this episode, host Narelle Hooper chats with Rupert Myer AO and Alice Walter, Partner and Head of Philanthropy at Mutual Trust, about the power of purposeful giving through an intergenerational lens, and how even though it may sound serious, it can be a vibrant and fulfilling journey, where unexpected impacts ca...

How generous are you feeling?

Philanthropy is a growing feature of family wealth portfolios, and frankly, in a world where there seems no shortage of problems to be solved, it’s a force that needs unleashing.    

In this episode Narelle Hooper sits down with Peter Yates AM and Ralf Haase to explore why thinking like an investor is a useful tool in the quest for impact, and how philanthropy can be helpful a...

The dynamics around family wealth are changing, and there’s a bold new force emerging in the great intergenerational wealth transfer. 

In episode six, Joline Godfrey dropped some clues of what’s coming. She said “we see women at the table and women who are deploying very large amounts of money, and we see them doing it in very thoughtful, sometimes very provocative ways, but it's like the head of the spear&rd...

When you think about family wealth down the generations, how do you know when it’s time to call time on the structures that have underpinned the family business, who controls the money, and who makes the decisions? 

And when it comes to the crunch… what matters most - freedom, or control? 

In this episode, host Narelle Hooper speaks with Peter Michell, a director of Michell Wool, and a non-executive director ...

In this episode, we confront the complexities of new love and the family, and what can happen when a clash of ideals turns a love match into a battle for control. 

Our guest, Coventry Edwards-Pitt says we need to flip our thinking. 

Covie is Chief Creative Officer & Founder and Director of The Center for Family Well-being at Ballentine Partners in Boston and has spent 25 years in the wealth advising industry. She&rsqu...

In this episode, host Narelle Hooper grabs a beer with Bob and Nicola Mac Smith at their pub in Cargo, New South Wales for a lively chat about farming, family, and forward-thinking. As fifth-generation farmers, now with the sixth generation, Sam, Jock, and Tom, stepping up - they know firsthand the ups and downs of life on the land.

But instead of betting everything on farming’s unpredictable nature, they took a bold step int...

How often do you think about tax? 

You might think about tax planning and tax effectiveness, but what about the role it plays in our day-to-day life?

In this episode of Purpose of Wealth, we sit down with tax expert Kerri Reynolds, Partner at Mutual Trust in Adelaide, to help us navigate a smart approach to tax planning throughout life so that you don’t let the tax tail wag the dog. 

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