Ethical Advisers, Karen McLeod and Luke Price, feature in a Financial Standard article, written by Elizabeth McArthur.
Read the article: Debatable... more
Review Your Investments, Situation and Goals
We can review your existing investments, both financially and ethically
We provide ongoing financial and ethical analysis of your investments
We review investments to ensure they always meet your ethical values
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 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.
We can assist you to avoid
We can assist you to select
Screen out negative investments and include positive investments
Meet Your Individual Needs and Objectives
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.
Investments can be negatively or positively screened. We find out about your personal ethical values and you can choose to screen out negative investments and include positive investments.
Reach Your Full Financial Potential
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