In this edition..
EIFM 2023 Environmental and Social Annual Report
Retire on Purpose by Nick Freedman
Mercer Report – Investing... more
Review Your Investments, Situation and Goals
Review
We can review your existing investments, both financially and ethically
Ongoing Analysis
We provide ongoing financial and ethical analysis of your investments
Ethical Analysis
We review investments to ensure they always meet your ethical values
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.
Heavy Polluters
Weapons
Tobacco
We can assist you to avoid
Coal
Oil
Human Abuse
Logging
Gambling
Clean Energy
Energy Efficiency
Clean Transport
We can assist you to select
Innovation
Education
Responsible Banking
Health Care
Aged Care
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.
