Financial advisers explore innovative philanthropic avenues to deepen client relationships 

Chris Cuffe

As responsible investing and philanthropy gain traction among investors, financial advisers are increasingly integrating social impact strategies into their wealth management services to deepen trust and engagement with clients.

“Philanthropy is an excellent connection point for even the most complex clients and families,” says Phillip Gillard, Principal Private Wealth Adviser at Shadforth. “It strengthens our relationships by fostering a shared commitment to giving back. Beyond financial returns and asset values, philanthropy creates a meaningful and lasting impact for clients and their broader families.”

The trend also encourages multi-generational involvement in wealth planning, providing younger family members with an opportunity to engage with financial advisers in a low-pressure, values-driven environment.

Chris Cuffe, co-founder and Chief Investment Officer of the Third Link Growth Fund, highlights the increasing demand for philanthropic advice among professional advisers. “Investors are increasingly drawn to charitable and values-based investing. They rely on their professional advisers to guide them in structuring their giving while maintaining financial stability,” he explains.

One such vehicle that aligns financial performance with philanthropy is the Third Link Growth Fund. Designed to deliver both investment and social impact, the Fund provides an accessible way for clients to engage in philanthropy without the complexities of direct charitable giving.

“Many investors want to incorporate responsible investment strategies but hesitate due to concerns about complexity,” Cuffe adds. “The Third Link Growth Fund offers a seamless solution- enabling investors to support charitable causes while maintaining strong financial returns. With a proven track record of competitive long-term performance, it’s an attractive option for clients looking to invest with purpose.”

Founded by Cuffe in 2008, the Third Link Growth Fund has pioneered a unique impact investing model, donating more than $22 million to charities focused on children, education, and social welfare.

The Fund operates as a fund-of-funds, investing in a carefully selected portfolio of Australian equities managed by leading fund managers. A key differentiator is its fee structure, where all underlying investment managers rebate their management and performance fees. While the Fund does charge a management fee, all net proceeds- after expenses- are donated to Third Link’s nominated charities.

“This model allows investors to benefit from high-quality professional investment management and competitive returns while simultaneously supporting charitable causes- without any reduction in their investment capital or returns,” says Cuffe.