Our Services
At Ethical Investment Advisers, we provide tailored financial advice and solutions to help you achieve your financial goals. Our team of experienced advisers is committed to guiding you through every stage of your financial journey. Explore our range of services below to see how we can assist you.
Ethical Investment
We provide advice on investments which not only suit your financial goals, but also your ethical values. Ethical Investment focuses on aligning investment strategies with personal values, ethics, and social responsibility, without compromising on financial returns.
It aims to generate positive social and environmental impact alongside financial gains, catering to clients who wish to invest in ways that reflect their personal beliefs and contribute to a better world.
Key Services:
- Negative & positive Screening
- Impact Investing
- ESG (Environmental, Social, and Governance) Investing
- Sustainability-Focused Investments
Wealth Creation
Building wealth is the foundation of financial security. Our wealth creation strategies are designed to help you grow your assets and achieve financial freedom. Whether you’re looking to invest in the stock market, property, or other asset classes, we provide personalised advice to help you maximize your returns while managing risk.
Achieving financial growth requires a strategic approach to personal investments. We provide tailored investment advice to help you navigate the financial markets, diversify your portfolio, and achieve your investment goals.
Retirement Planning
Preparing for retirement is crucial to enjoying your golden years. We work with you to develop a comprehensive retirement plan that ensures you have the income you need when you stop working. From superannuation advice to pension strategies, we tailor our approach to suit your retirement goals.
Key Services:
- Superannuation management
- Pension planning
- Transition to retirement strategies
- Income stream advice
Aged Care
Navigating the complexities of aged care can be overwhelming. Our aged care services provide guidance and support to help you, or your loved ones, make informed decisions about care options and funding. We simplify the process, ensuring the best possible outcomes for your family.
Key Services:
- Aged care financial advice & education
- Accommodation payment options
- Government support and entitlements
- Estate planning considerations
Tailored Solutions
We recommend investments that suit your specific needs.
Your investment, your choice. We ask you about your goals, risk tolerance and ethical values first. You can select from secure government-backed investments to speculative company shares.
Life Insurance
Protecting your family’s financial future is paramount. Our life insurance solutions provide peace of mind, knowing that your loved ones are covered in the event of unexpected circumstances. We offer a range of insurance options tailored to your needs.
Key Services:
- Life insurance
- Income protection
- Total and permanent disability (TPD) cover
Estate Planning
Ensuring your assets are distributed according to your wishes is an important part of financial planning. We help you create a comprehensive estate plan that covers everything from Wills to power of attorney and succession planning.
Key Services:
- Estate Planning advice
- Wills & Death Benefit Nominations
- Power of attorney
- Succession planning
Philanthropy
If giving back is important to you, our philanthropy services can help you make a meaningful impact. We provide advice on charitable giving and creating a legacy, ensuring your contributions are aligned with your values and financial goals. We can also assist with the establishment and management of Private Ancillary Funds, helping you support the causes you care about most.
Key Services:
- Charitable giving strategies
- Establishing charitable trusts
- Legacy planning
- Tax-effective giving
Superannuation & Pensions
Superannuation and pensions are key components of your retirement plan. We offer expert advice on managing your superannuation, maximising your contributions, and choosing the right pension options to ensure a comfortable retirement.
Key Services:
- Superannuation fund selection and management
- Pension options and advice
- Contribution strategies
- Retirement income planning
SMSFs, Trusts & Other Investment Structures
Self-Managed Super Funds (SMSFs), Family Trusts and other investment structures offer unique investment opportunities and control over your financial future. We provide comprehensive advice on setting up and managing these investment structures, ensuring they align with your financial strategy and values.
Key Services:
- SMSF setup and management
- Trust establishment and advice
- Investment structure selection
- Compliance and regulatory guidance
Ready to start your financial journey?
Contact us today to schedule a consultation and discover how we can help you achieve financial security and peace of mind.
