Ethical Investing

Grow Your Investment Ethically and Responsibly

Sustainability and Ethical Investing

Demand for sustainability and ethical investing continues to grow as more Australians seek to align their investments with their values. More and more people are becoming increasingly aware of unethical activities such as mining, gambling, child labour, and animal welfare.

According to a study commissioned by RIAA – the Responsible Investment Association Australasia, 4 in 5 Australians feel environmental issues are imperative when it comes to the investment of their money.

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Ethical Investment Defined

Ethical investing involves applying your ethical principles to guide your investment decisions. While the practice has been around for more than 3 decades, it just started gaining significant traction in recent years.

Our ethical investing strategy will help deliver market-leading returns while positively impacting the world.

There’s no shortage of choices when it comes to ethical investing. We can help put your money into robust ethical investments, boost your portfolio, and get involved in promoting ethical practices to change the world for the better.

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What is Considered Ethical Investing?

We follow the Australian Ethical guideline as to which investments are considered ethical. They are investments that DO NOT SUPPORT:

• Activities that will heighten poverty
• Activities that will destroy or constitute to reoccurring waste of resources
• Activities that will lead to the exploitation of child labour or adults through cheap labour or poor working condition

We also look for companies with good environment, social and governance (ESG) credentials by considering things like transparency around how much the CEO is paid and a diverse board.

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Putting Your Money Where Your Mind Is

Many of us would like to put our money where our mind is and make a difference but are at a loss as to what we can do. That’s where we come in.

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Why We Do What We Do

We want to be part of the movement to build awareness of changing our planet for a better future.

By introducing our Ethical strategy, we are still doing what we love and getting our clients involved in making the world a better place while still able to grow their portfolio.

Your investment returns do not have to come at the cost of child exploitation, animal welfare, or global warming. You can still do right by the planet and grow your portfolio simultaneously.

Why We Do What We Do

We want to be part of the movement to build awareness of changing our planet for a better future.

By introducing our Ethical strategy, we are still doing what we love and getting our clients involved in making the world a better place while still able to grow their portfolio.

Your investment returns do not have to come at the cost of child exploitation, animal welfare, or global warming. You can still do right by the planet and grow your portfolio simultaneously.

Innovate and Generate Ethical Investment Solutions

We continue to innovate and generate ethical investment solutions for our clients.

We can provide a comprehensive review of your existing investments for you to see whether they align with your ethical values. We also continue to evaluate the ongoing appropriateness of the investments in your portfolio with respect to your financial goals as well as ethical values.

Contact us to learn more about how you can make money and a difference at the same time.

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