Ethical Investment Mid-Cap Model Portfolio update
The Ethical Investment Mid-Cap Model Portfolio ended the financial year with a decent return of 1.37% in June, outperforming the All Ordinaries Accumulation Index which... 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.
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
We feel we have built a long term partnership based on trust and professionalism.
A Goldstein & A Kuhn
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
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.