About Us
Pioneering ethical financial planning since 1988
Our story since 1988
Mainstreamfirmstreatethicalinvestingasaminorcompliancerequirement.Applyagenericfiltertoalargepooloffunds,andcallitaday.
Weopenedourdoorsin1988,whentheindustryinsistedthatinvestingwithaconsciencecouldneverpay.Wedidn’tjointheethicalinvestingmovementasitgrew.Wehelpedbuilditfromscratch.
As founding members of the Responsible Investment Association Australasia and the Ethical Advisers Co-operative, we helped create the very standards that guide the sector today. Now we look after clients all across Australia under our own Australian Financial Services Licence. The investment landscape has changed dramatically over three decades; our core mission has not shifted.
We design robust, ethically grounded portfolios tailored to your individual preferences and goals, with the ability to adjust your specific holdings to match your personal preferences. You retain complete clarity, complete honesty, and final control over exactly where your capital goes.
Evidence shows that ethical portfolios regularly deliver competitive performance results that sit directly on a par with mainstream investment returns. Quite often, they do even better over medium to long-term horizons. By focusing on forward-thinking, well-managed businesses that are built to thrive in a sustainable economy, we have proven that financial health and moral clarity can belong together.
For a long time, mainstream logic pushed a myth that choosing a principled path meant sacrificing your retirement savings. We have spent nearly forty years navigating market cycles, and the real-world data tells a completely different story.
Good intentions mean nothing without professional rigour. To give you genuine confidence, we put an extraordinary amount of technical research behind your strategy.
We maintain an expert in-house investment analyst who monitors holdings daily, ensuring every company stands up to ongoing scrutiny. We partner with leading independent asset consultancies to enhance our investment capability. This combination gives you a rare structural advantage. You get the warmth and deeply personal care of a dedicated boutique practice, backed by the data depth of an institutional engine.
Because your trust is everything to us, our financial advisers are salaried professionals and operate on a strict fee-for-service model. Our priority is to sit on your side of the table, giving you the clear, straight-talking guidance you need to secure your financial freedom.
Investing with integrity is a deliberate, considered and disciplined approach that goes beyond simply excluding harmful or controversial activities. It focuses on directing capital toward more constructive and sustainable outcomes that contribute positively to society, the environment and long-term economic resilience.
This requires a repeatable framework to identify, assess and monitor both impact and risk, integrating ethics, risk and opportunity into a consistent and holistic investment process.
We don’t guess, and we don’t rely on standard industry protocols or superficial labels. Instead, we run a deep, forensic evaluation to examine every potential investment from the ground up.
We manage your capital through a substantiated evaluation process to translate your values into a high-performing financial strategy. Every holding must pass through five distinct layers of accountability before it earns a place in your portfolio.
Filters
We apply initial screens to entirely remove sectors that cause widespread harm, screening for exposure to fossil fuels, tobacco, gambling, and armaments.
ESG Evaluation
We look closely at the operational health of the remaining companies. This means analysing their environmental impact, social responsibility, and corporate governance practices, including how they actively contribute to the UN Sustainable Development Goals.
Controversy Research
We look far past standard corporate marketing to uncover hidden operational risks. Our research targets specific, real-world issues like modern slavery in supply chains or localised environmental degradation that basic automated filters frequently miss.
Materiality Assessment
We carefully weigh the severity of any shortcomings against the overall positive impact and progressive behaviour of the business to ensure a balanced view.
Fundamental Analysis
Securities that pass our ethical screens must undergo a final, exhaustive financial review. We examine market competitiveness, profitability, and share price valuation to ensure the investment is fundamentally viable for your long-term security.
To power this five-step framework, we maintain a research engine that is rare for a boutique advisory practice. Your strategy benefits from a unique, dual-layer advantage that combines personal attention with institutional strength.
In-House Analyst
First, we employ an expert in-house investment analyst who monitors our holdings daily, ensuring every company stands up to ongoing scrutiny.
Independant Consultancy
Second, we complement this internal work with independent asset consultancy expertise. This partnership grants us access to institutional-grade data and deep macroeconomic analysis.
You get the clear, honest, and plain-English reporting you expect from a trusted local adviser, completely reinforced by heavy-duty investment data.
We believe that a successful financial strategy relies on a deeply personal partnership. You work directly with a trusted advisor who is familiar with your journey and understands your life goals over the long term. Because we prioritise genuine continuity, we are here to support you through major life decisions over years or even decades.
FAQ
You deserve complete transparency before making any decisions about your wealth. Here are straight-talking answers to the questions we get asked most.
Not at all. This is an old industry myth, and the actual data disproves it. Responsible investments tend to perform on par with or better than mainstream benchmarks over medium‑to‑long‑term horizons, with some variability in shorter periods. We have tracked these market cycles since 1988.