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NFP Financial Advisors

Specialist NonProfit Investment Consulting and Financial Advice For NFPs

We recognise the unique financial needs and challenges faced by not-for-profit organisations. Our specialised services are designed to support your mission and ensure your long-term sustainability.

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.

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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:

We Understand Your Challenges and Solve Them Proactively

Our advisers have extensive experience working with boards, investment committees, and finance teams in the NFP sector. We understand the challenges you face, and we design solutions that ease your burden while protecting your organisation’s interests.

“We need growth without risking our capital.”

Our portfolios prioritise capital preservation while generating sustainable income streams to support your programs year after year.

Get in touch today to explore how our financial planning and wealth management services can help you achieve your financial goals.

Scion Private Wealth is a Brisbane financial planner and private wealth management adviser with expertise in investment management, retirement financial planning, tax optimisation strategies and intergenerational wealth transfer

Contact Details

1/200 Mary Street, Brisbane, Qld 4000

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Scion Private Wealth Pty Ltd ABN 57 683 148 816 is a Corporate Authorised Representative, No. 1314101 of Alliance Wealth Licensee ABN 93 161 647 007 AFSL 449221

This information is general advice. We have not considered your objectives, personal or financial circumstances. You should consider the appropriateness of the advice for your circumstances before making any decision. (If applicable) You should obtain and consider the relevant Product Disclosure Statement and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. This website holds information for Australian residents only.

©2025 by Scion Private Wealth. All Rights Reserved

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