Affinity Private Christmas Party
Affinity Private was delighted to raise fund and awareness for the incredible work of the Walter & Eliza Hall Institute of Medical Research by hosting our 2016 Christmas party at the Institute. We were fortunate to hear from the Institute’s Director, Professor Doug Hilton AO and also Robert Morrison, son of our beloved client Em Morrison who lost her battle with cancer during the year. A number of the Institute’s brilliant young scientists were on hand to provide tours of the state of the art laboratories and research facilities.
Please click the image to the left to watch the video.
Association of Independent Retirees
As part of an ongoing relationship with the Association of Independent Retirees, Carol attended 23 October meeting and is pictured here with the Victorian President, Geoff Rogers and Glen the Eira-Bayside Branch president, Don Dunstan. The morning was spent in interactive discussion around the impacts of the low interest rate environment on retirees and fixed interest investment.
Lloyd Street Primary School
Catherine was pleased to present to the Level 3 students of Lloyd Street Primary School on the importance of financial literacy, particularly the values of spending less than you earn, being debt free, investing in things that grow and starting early. After looking at some amazing real life examples, we all agreed with Albert Einstein, that compound interest truly is the 8th wonder of the world.
Banking and Finance Oath
The Banking and Finance Oath is founded on a shared belief in the inherent ‘good’ of the banking and finance industry. The Oath is an effort to re-assert the ethical foundation of the industry beyond regulation and compliance, by broadening expectations and discussion to include ethics, integrity, honesty and trust.
From September 2016, Affinity Private is proud to be members of this industry-led initiative, as we strive to instill integrity and trust in our daily work.
For more information, and to make the Banking & Finance Oath, click here.
Walter and Eliza Hall Institute of Medical Research Appointment
In June 2016, Catherine was honoured to be appointed Support and Advocacy committee member of the oldest research institute in Australia, the Walter and Eliza Hall Institute of Medical Research.
Their mission and vision, to master disease through discovery, translation and education, motivates fellow researchers and students, and is fulfilled through their ongoing affiliation with the Department of Medical Biology of The University of Melbourne.
Working closely with The Royal Melbourne Hospital, the Walter and Eliza Hall Institute have made highly acclaimed medical discoveries that improve health outcomes and enrich society. Scientists undertake research in a range of areas, preventing and treating diseases including breast, ovarian and blood cancers,type 1 diabetes, rheumatoid arthritis, coeliac disease and malaria.
Catherine hopes that her continual engagement in philanthropy will inspire clients at Affinity Private to use money to pursue their broader life vision.
For more information about the Walter and Eliza Hall Institute of Medical Research, please click here.
Volunteering with Grameen Australia Philippines
Grameen Australia aims to eliminate poverty by providing families, and women in particular, with microfinance loans along with the education and support to create sustainable social businesses.
Grameen Australia's cause really resonated with our mission here at Affinity Private, so we were delighted to volunteer in one of Grameen Australia's many ongoing projects in the Philippines, empowering poor and disadvantaged community members to change their lives.
If you would like to find out more about Grameen Australia's amazing projects please click here.
Volunteering at Foodbank Victoria
We were proud to actively demonstrate one of Affinity Private's core values of helping others in the community by participating in another team volunteer day at Foodbank Victoria in Yarraville.
It makes us even more proud to know that our actions contribute to Foodbank Victoria's efforts of feeding 108,700 people through 500 community partners on a monthly basis.
Please click here if you would like to read more about Food bank Victoria's phenomenal cause.
What is wealth?
Some people believe wealth is measured in material things. But for some it could just be knowing where their next meal will come from.
We were very proud of the members of our international team who were up before the sun recently to deliver clean water, food and other essentials to homeless families on the streets of Cebu, Philippines. In was an emotional day for all and one that put the meaning of ‘wealth’ into perspective.
We hope you enjoy this video of the day.
Variety Kids Christmas Party
We were delighted to volunteer at this year's Variety Victoria Children's Christmas Party which is now in its 28th year and has welcomed over 135,000 children who may have an intellectual or physical disability, terminal illness or come from a low socio economic background.
The annual Christmas Party brings together over 5,200 disadvantaged children plus 3,000 carers, family members and volunteers on the day at the Melbourne Exhibition & Convention Centre.
The Christmas Party gives these special children the opportunity to experience something many of us take for granted – a Christmas Party that gives a break from the stresses and strains of everyday life, unconditional acceptance and a chance to be surrounded by family and friends. It is a day of celebration with the children enjoying live entertainment, activities, carnival rides, interactive displays and all-ability rides.
Click here to visit the Variety website for more information about their amazing work.<
The Economics of Enough
Catherine was delighted to join renowned philanthropist David Bussau, author Genevieve Timmons, Australian Communities Foundation CEO Jonathan Chapman and Melbourne Writers Festival Founder Michael Webster on 30 August 2014 to discuss the ‘economics of enough’.
The session included questioning why some people give readily, while others remain focused on personal economic well-being? How do we contribute in a society that promotes wants over needs and is there such a thing as a philanthropy gene?
Oxfam 100km Sydney Trailwalker
We are very proud of Amanda and her team's achievement in the Oxfam Sydney 100km Trailwalker Challenge. Her whole team were successful in completing the gruelling event in just over 28 hours. Given the incredibly wet and muddy conditions, this is a great achievement.
Amanda's team has raised over $3,000 for Oxfam Australian so far, which they are very pleased with.
Please click here if you would like to read more about her team's results or to donate to their cause, please visit their team space.
100 Happy Days Challenge
We live in times when super-busy schedules have become something to boast about. While the speed of life increases, there is less and less time to enjoy the moment that you are in. The ability to appreciate the moment, the environment and yourself in it, is the base for the bridge towards long term happiness of any human being.
The Affinity Private Team is keen to take on the challenge, starting 1st May 2014. Join us in the challenge, by registering at 100happydays.com
Volunteering at Foodbank Victoria
As part of Affinity Private's continual commitment to serving the community, we are proud to have successfully completed another team volunteer day at Foodbank Victoria in Footscray VIC.
In the scorching January heatwave, we headed to Foodbank Victoria's warehouse, prepared with lots of water and enthusiastic for the day ahead. Our primary task for the day was to pack food boxes and crates which were to be delivered to regions across Victoria to provide much needed food and groceries to disadvantaged families.
Impressively, Foodbank Victoria provided the equivalent to 9.9 million meals to Victorians during the 2012-13 financial year and noted that this was continually growing as more families struggled to make ends meet.
Money Matters - Monte Career Insights
Catherine Robson was recently invited to present at her former High School, Monte Sant Angelo Mercy College, at the Careers Night, to provide an overview of her career, sharing her words of widsom and providing insight into her career and her journey including challenges and experiences to becoming CEO of Affinity Private.
To view the presentation, click here.
Catherine is proud to be a board member of WIRE Women’s Information, a not for profit organisation which provides Victorian women with free and confidential support, information and referrals on any issues state-wide. In 2013 WIRE supported more than 13,000 women through its telephone helpline and physical information centre with issues such as family relationships and legal issues; domestic violence; housing and homelessness; emotional well-being; mental health—anxiety, fear, stress and depression; and job search, study options and community volunteering.
Australian Education Union Women’s Conference 17 May 2014
Catherine was pleased to have the opportunity to present again this year at the Australian Education Union Women’s Conference to assist teachers take control of their own personal finances and increase financial literacy in schools.
Volunteering at Sacred Heart Mission
As part of Affinity Private's commitment to helping the community, we organised our first team volunteer day to Sacred Heart Mission in St Kilda Victoria.
We were excited to donate our time and skills for the day and help the permanent volunteers in preparing meals for those in need. Our main tasks for the day involved preparing the daily lunch meal and cleaning up afterwards.
It was a very confronting, yet rewarding experience to be able to assist those who are often neglected by the community. Sacred Heart Mission opens their doors 365 days a year to ensure at least one hearty meal is provided to those who need it.
Super Woman Money Program
Catherine is proud to be an expert presenter for the Super Woman Money Program, a free educational initiative to enhance confidence and skills with financial management.
Click here to see her in action presenting on share investing at the first event held in February 2013, "Shares v Property - The Great Debate" and or this link view useful articles she has authored for the program and short videos on saving and budgeting.
Catherine is a member of the Victorian AFA Inspire Committee. This group seeks to raise the quality of advice for all Australians by encouraging, coaching, mentoring and supporting female advisers and future financial services leaders.