Giving is often treated as something that happens later, through an estate plan or in response to a particular request. We saw an opportunity to make the conversation more deliberate. Rather than simply asking, ‘How much will you leave?’, we began asking, ‘What would you like your wealth to do while you are still here?’

Forty years ago, Allan English saw a gap in the hospitality-equipment funding market and founded Silver Chef. It would go on to list on the ASX, win B-Corp accreditation and support thousands of cafes, restaurants and start-ups across Australia’s SME sector.

Fiona Archer is proud of her heritage as a member of a sixth-generation Tasmanian farming family. She believes her upbringing helped set the foundations for her distinguished career in finance and philanthropy.

In an era defined by unprecedented wealth creation and the dawn of the greatest inter-generational wealth transfer in history, financial advice is undergoing a quiet but profound shift.