Ethical

Investments

Investment can be a powerful tool to enhance the wealth around the globe both Environmentally and Socially, to extend your money beyond your own benefit. 

Investment doesn't have to be limited to a few banks and a mining company.

  • Climate change

  • Gender Equality 

  • Data Security

  • Corporate Responsibility

These are just a few major concerns many of our clients express when we discuss what they want from their investments. 

Nathan, our head of advice, has spent most of 10 years trying to put together investment options for those who wish to invest with both their head and their heart, himself included.

 

What he has found is a good proportion of so called 'Ethical' options use the term to market themselves while lacking real substance, and charging enormous fees. As the Ethical space grows being able to seperate those options that are true to label from those simply cashing in on the 'trend' is becoming more difficult. We can guide you in identifying what options are available and how you can make your money work for you. 

 

From a long term risk management perspective we also strongly bevel a portfolio that lacks consideration for climate change will under-perform those that look to the future; and with the increased availability of appropriate sustainable investments, we include sustainability and responsible investment consideration and themes in all of our portfolios. 

Getting advice on investing ethically could be for you if

- You want to support companies doing the right thing and avoid companies doing the wrong thing - 

- You have a strong ethical preference - 

- You try to live a sustainable and conscientious lifestyle and want your investments to do the same - 

- You want to build wealth, but not at the expense of the environment or others - 

- You feel you could be doing more than your keep-cup -  

Woman%20on%20Podium_edited.jpg

Chanie, Preston - One of our Ethical investors

Nathan is super skilled at making you feel comfortable enough to make financial decisions (big or small) under his guidance. He offers solid financial planning advice without all the jargon you’d expect from his industry.

Our Holistic Approach

 

If you come to see us about investing some money we won't just throw you into a hot stock tip, or some managed fund we like because they make good pens. If you come to see us about investing your money, whether in property, shares or something else entirely, we will go through the following with you:

  1. Deep dive into your goals and situation, to see what money is actually available

  2. A candid discussion around realistic outcomes, and the real risks of investment

  3. Education and Empowerment about how investments work - to enhance your understanding

  4. Stress testing your resolve to ensure you are comfortable with investment

 

We can provide investment advice on 

  • Shares and Bonds

  • Managed Funds and ETF's

  • Property Strategy

  • Superannuation and SMSF

  • Borrowing to Invest

  • Generating Passive income

  • Insurance Bonds

  • Advanced Debt repayment strategies

The Process

The First Step

The first step can be daunting - but just give us a call!

We offer a free 30 minute phone consultation to see if we are the right fit, and if we can help you. 

Options

Before you commit to a financial plan we will take the time to fully understand your situation, your dreams and your challenges - and will give you an idea of your options and any costs involved, so you can make an informed decision. 

Advice

The advice stage provides you with a step by step plan to create a fulfilling retirement, maximising your financial aspects. 

Service

Our process does not stop at just providing advice. We will work with you to implement your plan and get you on the road to your dream retirement. 

Give us a call on 03 9801 8822

Email us at planning@limefinancial.com.au

Find us at Suite 405, Level 4, Knox City Centre (in the tower) Wantirna VIC 3152

DISCLAIMER: The information contained within our website is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. 

Because of this, you should consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances.

Fradburg Partners Pty Ltd ATF Fradburg Trust TA Lime Financial Planning ABN 17 871 636 873 is a Corporate Authorised Representative of

Affinia Financial Advisers Limited AFSL No. 237857 ABN: 13 085 335 397