Community Business Australia is alway looking to further improve and extend its service offering to for purpose organisations. To this end CBA is delighted to announce its collaboration with leading investment advisory consultants, Wilsons Advisory.
Wilsons has a distinguished history in financial services that spans over 125 years. Today, the group has significant capabilities in investment strategy development, investment management, corporate finance and equity research. The Wilsons team combines industry expertise with extensive research capability to deliver tailored financial strategies and advice across all asset classes.
NFPs benefit from Wilsons wealth of experience in developing and managing bespoke investment strategies that are reflective of the organisation’s unique values and objectives. Wilsons invests time in understanding client’s ambitions and in association with CBA are able to deliver solutions that incorporate all facets of an NFP organisation’s DNA and purpose.
Click on the video below to meet Wilson’s advisors Saxon Mew and Nick Jones. If you’d like to know more about how Wilsons can assist your organisation, please contact Patrick and the team.
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