Ethical Investments
Our clients value the financial and ethical insights we provide so that they know they are investing according to their ethical values.
Review Your Investments, Situation and Goals
Review
Like traditional financial advisers, we analyse the financial appropriateness of stocks, managed funds and other investment products to determine if they are well-priced, have the potential to outperform, are well-managed and are suitable for your needs.
Ongoing Analysis
We provide ongoing financial and ethical analysis of your investments. We ask you about your goals, risk tolerance and ethical values before recommending investments suitable for you.
Ethical Analysis
We review investments to ensure they always meet your ethical values. You also can choose, to a certain degree, the level of income and/or growth you want.
Performance & Security
The performance and security of ethical investments tend to mirror the general investment markets, ranging from very secure government-backed investments to speculative company shares.
Most ethical investors have balanced portfolios with some funds in very secure investments and some in more speculative areas.
Our vision is to help all investors incorporate their values with their investment objectives.
We can assist you to avoid
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.
Heavy Polluters
Weapons
Tabacco
Coal
Oil
Human Abuse
Logging
Gambling
We can assist you to select
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.
