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 Haaseto explore why thinking like an investor is a useful tool in the quest for impact, and how philanthropy can be helpful as a learning exercise for every family member.



Want to know more about the ground breaking research Why the Modern Family Office Matters? Head to mutualtrust.com.au or email us at purposeofwealth@mutualtrust.com.au

Purpose of Wealth is hosted by Narelle Hooper
Producer and editor is Samuel Phelps 
Executive producer is Lauren McWhirter

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&rsquo;s a force that needs unleashing.&nbsp;&nbsp;&nbsp;&nbsp;
In this episode <a href="https://www.linkedin.com/in/narellehooper/?originalSubdomain=au">Narelle Hooper</a> sits down with <a href="https://sharedvalue.org.au/profiles/peter-yates-am/">Peter Yates AM</a> and <a href="https://www.linkedin.com/in/ralf-haase-6a730513/?originalSubdomain=au">Ralf Haase</a> to explore why thinking like an investor is a useful tool in the quest for impact, and how philanthropy can be helpful as a learning exercise for every family member. 
Want to know more about the ground breaking research&nbsp;Why the Modern Family Office Matters? Head to <a href="http://mutualtrust.com.au/">mutualtrust.com.au</a>&nbsp;or email us at purposeofwealth@mutualtrust.com.au
Purpose of Wealth is hosted by&nbsp;<a href="https://www.linkedin.com/in/narellehooper/?originalSubdomain=au">Narelle Hooper</a> Producer and editor is Samuel Phelps Executive producer is Lauren McWhirter

Purpose of Wealth: the secret to protecting and growing intergenerational wealth is a brand new podcast from Mutual Trust, Australia’s leading modern Multi-Family Office.

Hosted by Narelle Hooper, award-winning Australian editor and interviewer (Company Director magazine and AFR BOSS), non-executive director of The Ethics Centre and author New Women, New Men, New Economy and featuring high net worth leaders and top global experts.

Join Narelle and her guests as they explore why a modern Family Office matters, how to find purpose and alignment, the positive impact your wealth can have in business and the community, plus the conversations your family should be having, now. 

Purpose of Wealth: the secret to protecting and growing intergenerational wealth is a brand new podcast from <a href="https://www.mutualtrust.com.au/">Mutual Trust</a>, Australia’s leading modern Multi-Family Office.
Hosted by Narelle Hooper, award-winning Australian editor and interviewer (Company Director magazine and AFR BOSS), non-executive director of The Ethics Centre and author New Women, New Men, New Economy and featuring high net worth leaders and top global experts.
Join Narelle and her guests as they explore why a modern Family Office matters, how to find purpose and alignment, the positive impact your wealth can have in business and the community, plus the conversations your family should be having, now.

Purpose of Wealth: the secret to protecting and growing intergenerational wealth is a podcast from Mutual Trust, Australia’s leading modern Multi-Family Office.

Purpose of Wealth

Purpose of Wealth: the secret to protecting and growing intergenerational wealth is a brand new podcast from Mutual Trust, Australia’s leading modern Multi-Family Office.

Hosted by Narelle Hooper, award-winning Australian editor and interviewer (Company Director magazine and AFR BOSS), non-executive director of The Ethics Centre and author New Women, New Men, New Economy and featuring high net worth leaders and top global experts. 

Join Narelle and her guests as they explore why a modern Family Office matters, how to find purpose and alignment, the positive impact your wealth can have in business and the community, plus the conversations your family should be having, now. 

Purpose of Wealth: the secret to protecting and growing intergenerational wealth is a brand new podcast from <a href="https://www.mutualtrust.com.au/">Mutual Trust</a>, Australia’s leading modern Multi-Family Office.
Hosted by Narelle Hooper, award-winning Australian editor and interviewer (Company Director magazine and AFR BOSS), non-executive director of The Ethics Centre and author New Women, New Men, New Economy and featuring high net worth leaders and top global experts. 
Join Narelle and her guests as they explore why a modern Family Office matters, how to find purpose and alignment, the positive impact your wealth can have in business and the community, plus the conversations your family should be having, now.

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 as a learning exercise for every family member.

Episode 15  The Quest for Impact: Thinking Like an Investor

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 since coming on board nearly 20 years ago. Peter shares his lessons on what it takes to build a high-performance team, both on, and off the water. 

Want to know more about the ground-breaking research Why the Modern Family Office Matters? Head to mutualtrust.com.au or email us at purposeofwealth@mutualtrust.com.au

 

This podcast has been prepared in Australia by Mutual Trust Pty Ltd (ACN 004 285 330) (AFSL 234590). It is general information only and has been prepared without considering any particular person’s objectives, financial situation or needs. It does not constitute, and should not be relied upon as personal financial product, taxation or legal advice. Before making any investment decision you should read the relevant product disclosure statement or other disclosure document and obtain personal financial, taxation and legal advice. For more information about the financial services Mutual Trust provides, please contact us or visit our website, mutualtrust.com.au for a copy of our Financial Services Guide.

Purpose of Wealth is hosted by Narelle Hooper
Producer and editor is Samuel Phelps 
Executive producer is Lauren McWhirter

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&nbsp;<a href="https://www.linkedin.com/in/narellehooper/?originalSubdomain=au" data-saferedirecturl="https://www.google.com/url?q=https://www.linkedin.com/in/narellehooper/?originalSubdomain%3Dau&amp;source=gmail&amp;ust=1758958918203000&amp;usg=AOvVaw2SKWSMx2RlvvMmKvgJrknr">Narelle Hooper</a> 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 since coming on board nearly 20 years ago. Peter shares his lessons on what it takes to build a high-performance team, both on, and off the water.&nbsp;
Want to know more about the ground-breaking research Why the Modern Family Office Matters? Head to <a href="http://mutualtrust.com.au/">mutualtrust.com.au</a>&nbsp;or email us at purposeofwealth@mutualtrust.com.au
&nbsp;
This podcast has been prepared in Australia by Mutual Trust Pty Ltd (ACN 004 285 330) (AFSL 234590). It is general information only and has been prepared without considering any particular person&rsquo;s objectives, financial situation or needs. It does not constitute, and should not be relied upon as personal financial product, taxation or legal advice. Before making any investment decision you should read the relevant product disclosure statement or other disclosure document and obtain personal financial, taxation and legal advice. For more information about the financial services Mutual Trust provides, please contact us or visit our website, mutualtrust.com.au for a copy of our Financial Services Guide.
Purpose of Wealth is hosted by&nbsp;<a href="https://www.linkedin.com/in/narellehooper/?originalSubdomain=au">Narelle Hooper</a> Producer and editor is Samuel Phelps&nbsp; Executive producer is Lauren McWhirter

Episode 20 From Gold to Goals: Olympian Peter Antonie on the power of a great 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 been a dynamic force in business, philanthropy, sports, politics, and the arts for decades. By his side is Angela Rutherford, Partner, Family Office at Mutual Trust. In this rare opportunity, Narelle, Angela, and John discuss the ins and outs of setting up the family office, the move to Mutual Trust, and what's the secret to making a successful advisor partnership stick. 

Want to know more about the ground-breaking research Why the Modern Family Office Matters? Head to mutualtrust.com.au or email us at purposeofwealth@mutualtrust.com.au

Purpose of Wealth is hosted by Narelle Hooper
Producer and editor is Samuel Phelps 
Executive producer is Lauren McWhirter

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&nbsp;<a href="https://www.linkedin.com/in/narellehooper/?originalSubdomain=au" data-saferedirecturl="https://www.google.com/url?q=https://www.linkedin.com/in/narellehooper/?originalSubdomain%3Dau&amp;source=gmail&amp;ust=1757057915181000&amp;usg=AOvVaw1aSIhbRQIAYa3qqDktVs5M">Narelle Hooper</a> jumps on board a 27-year-old partnership to chat with John Calvert-Jones, the sage of family office SeaFirst Australia.&nbsp;John has been a dynamic force in business, philanthropy, sports, politics, and the arts for decades. By his side is&nbsp;<a href="https://www.linkedin.com/in/angela-rutherford-2a567a24/">Angela Rutherford</a>, Partner, Family Office at Mutual Trust. In this rare opportunity, Narelle, Angela, and John discuss the ins and outs of setting up the family office, the move to Mutual Trust, and what's the secret to making a successful advisor partnership stick.&nbsp;
Want to know more about the ground-breaking research Why the Modern Family Office Matters? Head to <a href="http://mutualtrust.com.au/">mutualtrust.com.au</a>&nbsp;or email us at purposeofwealth@mutualtrust.com.au
Purpose of Wealth is hosted by&nbsp;<a href="https://www.linkedin.com/in/narellehooper/?originalSubdomain=au">Narelle Hooper</a> Producer and editor is Samuel Phelps Executive producer is Lauren McWhirter

Episode 19 Partners for Prosperity

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, Peter Shanley. Pete is the Co-Founder and Executive Chairman of risk and protection advisory firm Accordant Global Partners. A long-time trusted advisor to Mutual Trust and the families they look after, Pete knows what it takes to stay safe when the stakes are sky-high - listen in to hear his insights on protecting what matters most.

Want to know more about the ground-breaking research Why the Modern Family Office Matters? Head to mutualtrust.com.au or email us at purposeofwealth@mutualtrust.com.au

Purpose of Wealth is hosted by Narelle Hooper
Producer and editor is Samuel Phelps 
Executive producer is Lauren McWhirter

What does it take for you&nbsp;and your family&nbsp;to feel safe and secure?
If you think about Maslow&rsquo;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&rsquo;t see - the threats you can&rsquo;t predict or control?
In this episode, host <a href="https://www.linkedin.com/in/narellehooper/?originalSubdomain=au" data-saferedirecturl="https://www.google.com/url?q=https://www.linkedin.com/in/narellehooper/?originalSubdomain%3Dau&amp;source=gmail&amp;ust=1757057915181000&amp;usg=AOvVaw1aSIhbRQIAYa3qqDktVs5M">Narelle Hooper</a>&nbsp;chats with a former ADF Special Operations leader,&nbsp;<a href="https://www.accordantglobal.com/about" data-saferedirecturl="https://www.google.com/url?q=https://www.accordantglobal.com/about&amp;source=gmail&amp;ust=1757057915181000&amp;usg=AOvVaw0S_kVb89vNVC2fJzBXMej-">Peter Shanley</a>. Pete is the Co-Founder and Executive Chairman of&nbsp;risk and protection advisory firm&nbsp;Accordant Global Partners. A&nbsp;long-time trusted advisor to Mutual Trust and the families they look after,&nbsp;Pete knows what it takes to stay safe when the stakes are sky-high - listen in to hear his insights on protecting what matters most.
Want to know more about the ground-breaking research Why the Modern Family Office Matters? Head to <a href="http://mutualtrust.com.au/">mutualtrust.com.au</a>&nbsp;or email us at purposeofwealth@mutualtrust.com.au
Purpose of Wealth is hosted by&nbsp;<a href="https://www.linkedin.com/in/narellehooper/?originalSubdomain=au">Narelle Hooper</a> Producer and editor is Samuel Phelps Executive producer is Lauren McWhirter

Episode 15 The Quest for Impact: Thinking Like an Investor

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