Our members combine intentional living
with proven financial strategies
to elevate their prosperity,
and feel happier, freer, and more abundant.
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while also helping your community
and the planet?
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Ethical investing gives individuals the power to allocate capital toward companies that are aligned with their personal values, whether they are based on environmental, social or political precepts. It is also known as Responsible investment or Socially Responsible Investment (SRI).
It involves a process that stands in addition to the conventional investment selection method and incorporates a method of positive and negative screening of companies:
• Positive screening – Proactive search for investments that contribute positively to society and the environment.
• Negative screening – Avoiding investment in industries which have a negative impact on society and the environment.
A recent study into Responsible Investing found that the Global Financial Crisis has made investors more aware of the importance of considering good corporate ethics, governance and environmental issues when examining the value of any investment.
The same report also squashed the myth that ethical investments tend to under-perform with 90% of wealth managers indicating that their ethical investment portfolios performed the same or better than their other portfolios.
As every investor has different concerns, at our first meeting we will work with you to identify and document your values in relation ethical investing. Once this is done we will recommend investment solutions to match your Ethical Investment profile
A 90 min strategy session where you will:
Bring greater clarity to your current situation and what’s most important to you
Identify the carbon & stranded asset risk you're exposed to
Map out what options you have to give you, your family and the planet a better outcome
Prioritise activities, strategies, and timelines