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Professional advisor testimonials


Professional Advisor Testimonials

Acorn appreciates the support of the local professional advisor community. Here are some testimonials from professional advisors who have worked with their clients to leave a gift to the community through the Acorn Foundation:

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Nikki Burley (Partner, Burley Attwood Law) says, “I am supportive of the Acorn Foundation and have personally experienced the seamless process for a client of mine who has made provision in their Will for an endowment fund through Acorn.”

 

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Luke Stewart (Holland Beckett Lawyers) says, “Feedback from our clients shows that the follow up by Acorn is prompt and professional, which is important. It gives us confidence in the knowledge that our clients are well looked after by the team at Acorn.”

 

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Robert Lee (Partner, KPMG Accountants) discussed with an elderly client why he felt the Acorn Foundation would offer the best solution for her estate in order to achieve her philanthropic goals. Robert’s client liked the idea of knowing that her estate would make a meaningful and lasting contribution to this region, where she had lived for many years. Robert’s main reasons for suggesting the Acorn Foundation were:

  • Acorn is a well-recognised charitable foundation, so it takes away the worry of administering a separate charitable trust.
  • Acorn is local and familiar with the needs in the area.
  • The objectives of the Acorn Foundation were aligned with her wishes.
  • Interest earnings and/or capital could be attributed to causes she wanted to help the most.
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