Aged Care – Are you Prepared?   No-one likes to talk about getting old, but when you or a family member needs help, there’s no getting around it. Many of our clients want to know what choices they have in their older years – and before the crisis hits. Any age is a good time to start thinking and planning for aged care, regardless of whether you are in your early retirement years or are well into retirement. The need for care can arise suddenly or result from a more gradual decline in capabilities. If you are in good health, aged care is probably not on your radar. But this is the best time to have the conversation – you’ve still got capacity and you’re not in panic mode. Or, if you’re lucky enough to still have your parents, starting the conversation while they are healthy is definitely sensible. Aged care financial advice is a specialist area. The rules change constantly, as do the available strategies. We now have a financial adviser who has qualified as an Accredited Aged Care Professional, to ensure we have the skills and knowledge to give you the right advice. For more information, call us today to arrange an appointment to start your aged care planning. Click here to read the full article

Scam alert: ASIC warns consumers about investment bond scam impersonating Bunnings

We would like to bring to to your attention the latest scammer alert:

KEY POINTS

• Scammers are impersonating Bunnings Warehouse by offering fake sustainability investment bonds.
• The scam offers higher than market returns and claims that investments are protected by the government.
• It contains links to Bunnings’ genuine website, but Bunnings does not offer bonds or any other investment products.

ASIC

You can also visit Scamwatch to be informed on the latest news and alerts on scams and protecting yourself.

Celebrating International Women’s Day 2025: Accelerate Action for Gender Equality

We celebrate International Women’s Day 2025, the campaign theme “Accelerate Action,” emphasises the importance of taking swift and decisive steps to achieve gender equality. This theme calls for increased momentum in addressing the systemic barriers and biases that women face in both personal and professional spheres.

At Ethical Investment Advisers, we are proud to invest in companies that are leading the way in reducing the gender gap and promoting equality. Here are some companies making significant strides:

Meridian Energy: The “Women of Meridian” series profiles some of the amazing women working across the company, particularly those in roles traditionally held by men. Meridian’s Advanced GenderTick accreditation further underscores their commitment to gender equality.

Technology One: Women now hold more than 42% of senior roles at Technology One, significantly higher than the industry average of 25%.

Stockland Group: The proportion of women at the Senior Management level has impressively increased from 38.5% to 47.4% since 2021-22. Stockland’s commitment to gender pay equity and thorough analysis of their approach is commendable. Learn more about Stockland’s approach to gender pay and analysis.

2025-02 The Green Room

Read the latest Investment news and what’s trending in the investment world

Ethical Investment Advisers are founding members of the Ethical Advisers’ Co-operative, a nation wide membership of ethical Financial Advisers who help everyday Australians invest and make financial decisions to match their ethical values with financial investments.

The Ethical Advisers’ Co-operative recently published their fifth Annual Report, which showcases the important efforts the Co-op has made throughout 2024, highlighting the engagement activities, ethical fund ratings and member events that are lifting the finance industry and spreading the word to more investors.

Ethical Investment Week 2024 is an opportunity for Australians and New Zealanders to learn more about building their sustainable legacy in partnership with Co-op advisers. #EthicalInvestWk

Each year, Ethical Investment Week highlights the objectives and benefits of ethical investments and advice. ​This year we celebrate a decade of Ethical Investment Weeks.

​Co-ordinated by the Ethical Adviser’s Co-op, a group of leading ethical advisers, the week’s purpose is to connect investors with advisers who are specialists in the ethical space – with the focus on ensuring your investments are best suited to your beliefs, attitudes and ethics.

2024’s theme is ‘What Type of Ethical Investor Are You?’​

Visit Ethical Advisers’ Co-op to find out what is happening during EIW.

2023 Annual Report

The Green Dream is a podcast about ethical investing for positive impact and a better future! Host James Baird interviews fund managers, advisers and a range of leaders in sustainability about topical ESG issues. James is a Financial Planner with over 20 years in the industry, and is a Director of JustInvest Financial Planning.

What are cave dwelling Troglodytes? Is it a coincidence that places of cultural significance often seem to be in resource rich areas, for example the planned Yeelirrie Uranium mine? Why should your Financial Adviser be aware of these issues? Join us for this special Ethical Investment Week 2022 interview with Kado Muir.

It’s a year since my last podcast discussion with Kado, and a lot has happened in that time. In response to the Juukan Gorge incident, the First Nations Heritage Protection Alliance was formed. In late 2021, Kado helped produce a Toolkit for Investors, designed to contribute to the protection of First Nations cultural heritage which is unique to this country and part of the common legacy of all Australians. Also, since Juukan Gorge, progress has been made in other areas – such as the Taskforce on Nature Based Financial Disclosure. In short, there’s a lot happening which will assist both cultural heritage and biodiversity. Kado and I discuss this progress, along with exploring what companies can do to effectively engage with Aboriginal culture.

I hope you enjoy this discussion with Kado Muir.

Beyond Juukan Gorge – Uranium, Troglodyte Extinction & Cultural Cringe, with Kado Muir

EIA Adviser Karen McLeod speaks to Industry Moves

What has been the biggest change you’ve seen in the industry during your time?

It’s so refreshing that there is now a greater understanding by the financial services sector around responsible and ethical investing. Previously when I started specialising in this area it was seen as a niche, but these days it’s a common topic of conversation amongst fund managers, advisers and clients. Which is great. Clients are finally able to invest their money in a more responsible way, without having to sacrifice their values or returns.

Read the full interview

https://industrymoves.com/q-and-a/making-ethical-specialisation-work-a-planner-s-journey-to-live-their-values