MCG WEALTH TEAM

Keltie Archer

Keltie Archer joined MCG Wealth Management in 2004, after more than a decade working with non-profit arts organizations. During this time it became clear to her that financial planning and charitable giving go hand-in-hand. Her knowledge and experience in the philanthropic sector is now applied to helping MCG Wealth’s clients develop a personal giving program that fulfils their personal, charitable and wealth planning objectives.

MCG Wealth helps interested clients and their families consider charitable giving in relation to their overall income and wealth and as an integral part of their financial planning. This is informed by knowledge of a client’s family background and understanding of their lifestyle and needs as well as taking into account general estate planning and taxation issues.

While our clients don’t need advice to give away money, MCG Wealth can help make their giving better informed, more effective and more enjoyable.

Prior to joining MCG Wealth, Keltie devoted more than 10 years working in fundraising and philanthropic giving for arts organizations, including The Australian Ballet, Sydney Symphony and Museum of Contemporary Art, Sydney.

Keltie holds a Bachelor of Arts (Canterbury) and a Master of Arts Administration (UNSW). She is a member of the Fundraising Institute of Australia (FIA) and through MCG Wealth Management, a member of Philanthropy Australia. She is married and has two young children.

 

MCG Wealth Management is a trading name for PMCG Pty Ltd
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