Ethical Advisers, Karen McLeod and Luke Price, feature in a Financial Standard article, written by Elizabeth McArthur.
Read the article: Debatable... more
Our clients value the financial and ethical insights we provide so that they know they are investing according to their ethical values.
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
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
We can assist you with investment portfolios, superannuation funds and self managed super funds
Transparency & 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.
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Seamless integration of ethical values & financial goals
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 appreciate our regular newsletters, emails and phone calls.
We specialise in providing ethical investment advice to socially-conscious investors throughout Australia.
Call 07 3333 2187
Latest News & Resources
Ethical Investment Adviser, Hope Evans, featured in a recent XY Adviser Podcast:
Apple iTunes: http://co.xyadviser.com/xyitunes2eis
Stitcher (Android): http://co.xyadviser.com/xystitcher2eis
Spotify: http://co.xyadviser.com/xyspotify2eis... more