Trusted NFP Financial Advisors for Sustainable Growth
At Scion Private Wealth, we understand that managing the financial future of a not-for-profit organisation is no ordinary task. Every dollar entrusted to you carries a responsibility - to your donors, members and the communities you serve.
Our mission is simple: to help not-for-profits achieve financial confidence through tailored investment strategies, sound governance, and sustainable growth solutions. Our NFP financial advisors combine deep expertise in private wealth with a thorough understanding of the unique challenges and compliance requirements facing not-for-profit organisations.
Your mission is to create impact, not to navigate complex investment decisions alone. Our non profit investment advisors specialise in delivering objective, transparent and strategic investment advice for not-for-profit organisations, ensuring your funds are managed responsibly, ethically and for long-term sustainability.
We understand the unique responsibilities of NFP boards and committees:
Meeting fiduciary and governance obligations
Complying with regulations for charitable funds
Integrating ESG and ethical investment requirements
Achieving sustainable growth to support your mission
Maintaining liquidity for operational needs
Providing transparent reporting for accountability
Your Mission is to Make a Difference.
Ours is to Help You Do It Sustainably.
Are You Ready To Empower Your Organisation With Support From An Expert NonProfit Investment Consultant?
Financial stability is essential for not-for-profits to continue making a difference. At Scion Private Wealth, our NFP financial advisors provide the strategic guidance you need to manage resources effectively and drive sustainable growth.
Comprehensive Financial Solutions for Purpose-Driven Organisations
We take a disciplined, transparent, and collaborative approach to investment management, ensuring every strategy aligns with your mission, risk profile, and ESG principles.
Why Not-for-Profits Need a Different Approach
Unlike traditional businesses, not-for-profits operate under specific constraints:
Investment Restrictions: Compliance with your constitution, donor intentions, and regulatory frameworks.
Sustainable Income Needs: Balancing capital preservation with generating income for ongoing operations.
Transparency & Governance: Meeting the expectations of boards, auditors, and stakeholders.
Standard financial advice often overlooks these unique complexities. Our tailored approach ensures every strategy aligns with your mission, values, and governance framework.
Many not-for-profits hold significant funds in reserve, yet the challenge lies in striking the right balance between security and growth. Too often, these funds sit in low-yield term deposits, limiting the organisation’s ability to maximise their impact.
By implementing tailored investment strategies designed to preserve capital while seeking stronger returns and meeting necessary mandates, NFPs can ensure their money is working harder for their mission without taking on unnecessary risk.
Why Choose Scion Private Wealth As Your NFP Financial Advisors?
We understand the unique financial needs of not-for-profits. When it comes to managing your investments, trust and transparency are paramount. Our specialised services are designed to support your mission and ensure your long-term sustainability.
At Scion Private Wealth, we prioritise: