Who we help
Ethical investors want transparency and control of their investments. They want to know how their money is affecting the environment or society in a negative or positive way.
Investors that value expert advice
Aligning ethical values with financial success
Our clients value the advice we provide to help them to integrate their ethical values with their financial goals. They want to be informed regularly about the financial performance and ethical activities of their investments.
They also like that we are able to give them specialist investment advice on a wide range of investments including shares, bonds, managed funds, term deposits and other securities. Our clients value our advice regarding their ethical investment portfolios, superannuation funds and Self Managed Super Funds.
Know where your money is
Take Control
Know where your money is and how it is affecting the environment or society.
Grow your Wealth
We help you integrate ethical values with your financial goals.
Retirement Strategies
We can assist you with investment portfolios, superannuation funds and self managed super funds.
Transparency and Control
Ethical investors want transparency and control of their investments. They want to know how their money is affecting the environment or society in a negative or positive way. They also want the flexibility to change investments and change their views on ethical issues.
Seamless Integration
Investors with ethical values
Financial and Ethical Insights
Open Communication
Regular information about financial performance.
Specialist Investment Advice
Including shares, bonds, managed funds, term deposits and other securities values.
Model Portfolio
Provides investors with access to Australian listed companies which suit their ethical values.
Double-Edged Power
Ethical investors realise the double-edged power that their investments can have to change companies for the better. This is done through both actively investing in companies they believe in, as well as withdrawing support from companies involved in harmful and unsustainable practices.
Your Money, Your Choice
Many people make consumer choices based on their ethics (free-range eggs, fair-trade coffee) but may not be aware that they can make the same choices within their superannuation and investments.
Investors that care for the Environment
Aligning ethical values with financial success
We can help make sure your money isn’t harming or polluting the environment.
If you are a standard superannuation investor, your super fund is likely to be invested in the largest 50 Australian share companies. This list includes BHP Billiton, Santos, Woodside Petroleum, and Rio Tinto. These companies have significant coal, petroleum and uranium interests. Are these the sorts of companies you want to support?
Our clients prefer to avoid investing in companies which are doing harm to the environment and invest in companies which have a positive environmental impact. Our clients invest in companies which are involved in renewable energy, recycling, waste management and energy efficiency.
Are environmental issues important to you?
Tailored Solutions
We recommend investments that suit your specific needs
Invest Your Way
Your investment, your choice. We ask you about your goals, risk tolerance and ethical values first
Secure & Speculative
You can select from secure government-backed investments to speculative company shares
Performance & Security
Our clients are a diverse group of people from a range of backgrounds, but they all have one thing in common; they all want to ensure that their money is helping, rather than harming, the environment and society, while making a competitive return. Our clients know that they need ethical investment advice so their superannuation and investments don’t contradict the issues and values that they hold dear.
We can help you make sure that your money isn’t harming or polluting the environment.
Looking for a positive change?
Contact us today to discover how we can assist you. We specialise in providing ethical investment advice to socially-conscious investors throughout Australia.
