Episode 9

The Science and the Art: Investing for Future Generations

Purpose of Wealth Podcast

About the episode

How do you invest for multiple generations so you set your family up for success?

Turns out there’s a fair bit of science, a sprinkling of art, and it’s pretty good to have nerves of steel too.

In this episode we find out how to grow financial capital sustainably to provide for the needs of current and future generations you may not even have met yet.

Jono Gourlay, Head of Wealth at Mutual Trust also explains what it takes to hold the line through the rollercoaster of market booms and busts.

Want to know more about the groundbreaking research Why the Modern Family Office Matters? Head to mutualtrust.com.au – or email us at purposeofwealth@mutualtrust.com.au

***This podcast has been prepared in Australia by Mutual Trust Pty Ltd (ACN 004 285 330) (AFSL 234590). It is general information only and has been prepared without considering any particular person’s objectives, financial situation or needs. It does not constitute, and should not be relied upon as personal financial product, taxation or legal advice. Before making any investment decision you should read the relevant product disclosure statement or other disclosure document and obtain personal financial, taxation and legal advice. For more information about the financial services Mutual Trust provides, please contact us or visit our website, mutualtrust.com.au for a copy of our Financial Services Guide.***

Featuring

Narelle Hooper - Host

During more than 25 years as a business and finance journalist and editor Narelle has worked for Australia’s leading media groups including the ABC, Fairfax Media and SBS TV. She’s a former Editor of the Australian Financial Review’s BOSS Magazine and was founding co-chair of the Financial Review’s Women of Influence Awards.

Narelle is also a member of the board of the The Ethics Centre. She has held a number of non executive director roles over the past decade, including with the Tasmanian Development Board, the Documentary Australia Foundation and with women's entrepreneurship accelerator SBE Australia, which runs the Springboard Enterprises program.

Jono Gourley - Guest
Partner, Head of Wealth

Jono leads a highly experienced investment team dedicated to providing a sophisticated and bespoke investment service to a diverse client base. He advises successful individuals, families and charitable organisations on strategic asset allocation, portfolio management and investment policy.

Jono has over 20 years’ experience in private wealth and asset management, gained through prior roles such as Relationship Manager at Credit Suisse Private Bank and Investment Analyst with Austock Asset Management.