Paul Barrett Director, Absolute Wealth Advisors Pty Ltd Paul Barrett is a wealth adviser and co-founder of Absolute Wealth Advisers. He holds a bachelor of economics, masters in business - finance and a diploma of financial planning. He is also a fellow chartered financial planner with the Association of Financial Advisors and a registered tax (financial) adviser with the Tax Practitioners Board.
PAUL BARRETT | FRIDAY, 12 JUN 2020 On the face of it, receiving a large inheritance doesn't sound like a problem - but sudden ownership of significant wealth creates a variety of challenges and headwinds that you may not have expected. Read more PAUL BARRETT | FRIDAY, 15 MAY 2020 COVID 19 is driving up divorce rates across the country and family law offices expect the numbers to keep surging over the coming months. Read more PAGE: 1 |
Latest News
Family offices still love hedge funds: Preqin
The number of family office investors allocating to hedge funds increased by 10% from 2022 to 2023, and has doubled since 2015, according to new research by Preqin.
HNWI collecting activity stoops: Knight Frank
Despite a slew of record-breaking sales, luxury investment markets weakened in 2023, according to the Knight Frank Luxury Investment Index (KFLII).
Global economy to grow at a slower positive rate
Members of the Wigmore Association family office network, including Mutual Trust head of investment solutions Simone Rouse, believe that the global economy will continue to expand in 2024, albeit at a slower pace than in 2023.
US family office launches Australian arm
The Asena Family Office (Asena) has officially set up shop down under, merging with Melbourne-based boutique family office and asset management firm Giles Wade.
Cover Story
Wealth with purpose
PHIL HARKNESS
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
In the realm of Australian family offices, a stark reality emerges: 70% risk dropping the ball on wealth transfer. To curb this trend, Mutual Trust chief executive Phil Harkness and head of strategy Tracy Conlan are dedicated to helping clients create and preserve purposeful multi-generational wealth. Chloe Walker writes.