The Ethical Investment Mid-Cap Portfolio returned 8.73% for the quarter, underperforming the All Ordinaries Accumulation Index which rose 11.06%. This brings the total return for the portfolio over the... more
We run a fossil fuel free Model Portfolio for our clients which has a rigorous ethical screen and invests in small and medium sized Australian companies.
Louise has been my financial adviser for well over twenty years. What surprised me the most when I first met Louise, was the broad spectrum of investment of opportunities that Louise put to me.
I was not to sure what to expect from an Ethical Investment Adviser, I was half expecting to be buying shares in a mung bean co-op on the outskirts of Hippyville. However that was not the case and I had a full range of options on what to invest in.
In all, Louises advise has been sound and well explained I strongly recommend her to anyone who is looking to put together an investment portfolio . My only regret is that I did not start a lot sooner..
Mr S Powley
We are pleased to know that we are limiting our exposure to, and therefore our contamination from, profits derived from the unethical and unsustainable practices of many of Australia’s biggest companies.
Dr J Ratcliffe
Louise has given excellent advice and help, first with setting up a self managed super fund, and with managing it. She is very helpful with ethical concerns, listens to our requirements and always explains her advice. Although it is not my first concern she has been amazing in making our money grow so that we are now financially very secure.
We feel we have built a long term partnership based on trust and professionalism.
A Goldstein & A Kuhn
Louise has been my Ethical Investment adviser for more than twenty years. I have full confidence that she is keeping her eye on my assets and am confident of asking for advice if I need it . I am happy to invest ethically and would not consider any other way and am happy that my super fund is giving me a good retirement .
Karen is approachable, pleasant and responsive. We feel we have been carefully advised and her suggestions for investments are aligned to our philosophies.
We are pleased with the performance and content of our portfolios under her guidance.
The service that we have received has been excellent – personalised and highly professional – and our investments have weathered economic downturns very well.
Dr H Kerr
We recommend Ethical Investment Advisers to anyone seeking investment advice that aligns with their ethical principles and philosophies.
I & J Richards
Louise has accompanied us on a journey over the past decade to ensure that our retirement money is well invested. She encouraged me to create a superannuation fund for my husband at a time when he had none and it has grown substantially over the years.
Louise has a good knowledge of our personal and financial situation and tailors her advice to our advantage. She always responds quickly to any question or problems we might have . We are very happy with her services.
I have been seeking advice from Louise for almost 30 years now and feel very grateful I was able to find a knowledgeable, ethical socially responsible investment advisor after I first started working.
She has helped us invest in socially and ecologically ethical funds that have also provided very good financial outcomes for us. She has been very responsive to different circumstances in our lives and in the financial markets, and considers our family income in a balanced, risk sensitive way.
Through this long term ethical strategy, despite on a modest income, our family now feel financially stable as we reach the final phase of our working lives.
We can provide a detailed review of your existing investments so you can see whether or not your investments suit your ethical values. We also continue to review the ongoing appropriateness of the investments in your portfolio in regards to your ethical values as well as your financial goals.
Together, we will design a tailored financial plan to meet your individual needs and objectives. We will then keep you on track to reach your goals by regularly reviewing your financial plan.
Ethical Investment Advisers can help you to invest your money according to your ethical values. Operating for over 10 years, our directors were the pioneers of ethical investment in Australia. We continue to innovate and create ethical investment solutions. We can help you to invest in robust ethical investments, including ethical shares, ethical superannuation or setting up your own ethical self-managed superannuation fund.
Recent polling by the Responsible Investment Association of Australasia revealed that 9 in 10 (92%) Australians expect their super funds and other investments to be invested responsibly and ethically. These... more