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.
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 -
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:
Deep dive into your goals and situation, to see what money is actually available
A candid discussion around realistic outcomes, and the real risks of investment
Education and Empowerment about how investments work - to enhance your understanding
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
Superannuation and SMSF
Borrowing to Invest
Generating Passive income
Advanced Debt repayment strategies
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.
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.
The advice stage provides you with a step by step plan to create a fulfilling retirement, maximising your financial aspects.
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.