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

So often in our busy lives health comes second. But when we ask our guests what matters most at the end of each podcast episode, health is one of the top responses. 

And two fundamental contributors to health - what goes on in your guts and in your lungs - remain a mystery to most of us.

In this episode host Narelle Hooper gets the goods on guts and lungs from two global specialists from Victoria's largest NFP private hospital group, Epworth Health. 

Professor Andrew Metz, a gastroenterologist, interventional endoscopist, and director of the Jreissati Pancreatic Centre, and Dr Jazmin Eckhaus, a thoracic surgeon and robotics assisted surgery specialist share their expert insights. 

They talk about what you need to know to stay on top of your gut and lung health, key questions to ask of your surgeon, look at the role of stress and diet, and how to separate fact from fake in a social media world swimming with misinformation. Plus some simple ways for you and your family to stay healthy so you can look after 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

So often in our busy lives health comes second. But when we ask our guests what matters most at the end of each podcast episode, health is one of the top responses.&nbsp;
And two fundamental contributors to health - what goes on in your guts and in your lungs - remain a mystery to most of us.
In this episode host <a href="https://www.linkedin.com/in/narellehooper/?originalSubdomain=au">Narelle Hooper</a> gets the goods on guts and lungs from two global specialists from Victoria's largest NFP private hospital group, Epworth Health.&nbsp;
<a href="https://www.epworth.org.au/our-specialists/aprof-andrew-metz">Professor Andrew Metz</a>, a gastroenterologist, interventional endoscopist, and director of the <a href="https://pancreaticcentre.org.au/">Jreissati Pancreatic Centre</a>, and <a href="https://www.epworth.org.au/our-specialists/dr-jazmin-eckhaus">Dr Jazmin Eckhaus,</a> a thoracic surgeon and robotics assisted surgery specialist share their expert insights.&nbsp;
They talk about what you need to know to stay on top of your gut and lung health, key questions to ask of your surgeon, look at the role of stress and diet, and how to separate fact from fake in a social media world swimming with misinformation.&nbsp;Plus some simple ways for you and your family to stay healthy so you can look after what matters most.
&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> or email us at <a href="mailto:purposeofwealth@mutualtrust.com.au">purposeofwealth@mutualtrust.com.au</a>
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 22 Purpose of Health

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 wealthiest families and businesses, foreign subsidiaries, and international investors on their tax and accounting decisions. George is a Tax Partner at Mutual Trust who leads the Tax Advisory function, and sits on the ATO’s Private Stewardship Group. 

He's also just released a white paper that lists nine things smart families should be thinking about when it comes to making tax-aware decisions for the future.

Learn about them here, as Narelle and George discuss important aspects of family tax that will help your family stay ahead. 

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

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&rsquo;s the risk of losing a big chunk of family capital, and potentially making the kids and grandkids grumpy.&nbsp; 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=1769813094153000&amp;usg=AOvVaw0pV1LQ9DONKkYZGVWCaxfc">Narelle Hooper</a>&nbsp;chats with Mutual Trust's <a href="https://www.linkedin.com/in/george-psarrakos-89949186/">George Psarrakos</a>, who has advised some of Australia&rsquo;s wealthiest families and businesses, foreign subsidiaries, and international investors on their tax and accounting decisions. George is a Tax Partner at Mutual Trust who leads the Tax Advisory function, and sits on the ATO&rsquo;s Private Stewardship Group.&nbsp;
He's also just released a white paper that lists nine things smart families should be thinking about when it comes to making tax-aware decisions for the future.
Learn about them here, as Narelle and George discuss important aspects of family tax that will help your family stay ahead.&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> 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&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 21 Your Kids Inherit Your Tax Problems Too 

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 15 The Quest for Impact: Thinking Like an Investor

Purpose of Wealth

In 1 playlist(s)

Purpose of Wealth

Social links

Follow podcast

Recent clips