In this edition..
Investor Update: Trump Administration and Market Impacts
Aged Care – Are you Prepared?
Scam alert: bond scam impersonating Bunnings
Ethical Advisers... more
We Listen To You
Financial Goals
Advice on investments which not only suit your financial goals, but also your ethical values
Your Ethical Goals
We also let you know about new investment opportunities which suit your ethical values.
Pre-agreed Fee
We rebate commissions back to you, and charge only a pre-agreed fee for service.
Negative screening
Negative screening ensures your investments are not engaged in practices that you don’t support such as: alcohol, animal testing, arms, coal seam gas, tobacco, gambling, chemicals, nuclear industry, and pollution.
Positive screening
Positive screening is actively supporting causes you believe in. For example, companies with: affirmative environmental programs (reforestation, recycling, energy efficiency), strong corporate ethics, community engagement, renewable energy, medical innovation, indigenous issues and minimising climate change.
