Ethical Investments | Services

Our Financial Advisers can help you with major life decisions and assist in facilitating your path to financial freedom.

Whatever your needs, pick up the phone, give us a call and ask us about how we could help. There is no charge for the first consultation, so call us to make an appointment for a face-to-face, no obligation meeting with one of our qualified advisers

Financial Planning

Our financial planning service helps you to make sense of the complex maze of changing superannuation rules, share market behaviour, interest rates, tax law, marginal tax rates, insurance policies, and number crunching for retirement. Our understanding of these issues enables us to develop strategies that assist you to navigate this maze to your best advantage. Depending on your needs, our advice may include addressing one or more of the following aspects of your financial planning:

  • How to make the most of your superannuation
  • Saving and budgeting to reach a goal
  • Reducing the amount of tax you pay
  • Reaching your retirement goal faster
  • Suitable income streams in retirement
  • Maximising Centrelink eligibility
  • Insurance advice
  • Selecting appropriate investments
  • Considering whether a Self Managed Super Fund is right for you
  • Starting an investment portfolio

Whatever your specific needs, please ask. If we are unable to assist you directly, we have access to a wide network of professionals for onward referral.

Portfolio Management

We offer a suite of portfolio management services to match your particular needs and objectives. These have been specifically designed with ethical investors in mind and are delivered with very high standards of customer service.

Our Direct Share Portfolio Service offers full administration and back office management for your investment, SMSF or charitable trust portfolio. This provides a distinct service that allows you to filter your investment portfolio and veto individual stocks in line with your personal ethical preferences.

Our Wrap Platform Ethical Managed Fund Portfolios also provide access to a mix of ethical managed funds for investment accounts or superannuation, with each portfolio carefully tailored to the specific investment goals, risk profile and ethical concerns of the client. Benefits include wholesale fund management fees, comprehensive reporting on all holdings, accurate performance returns, year-end tax reporting for investment accounts and comprehensive tracking of superannuation accounts.

Our Not-for-Profit Portfolio Management Solution is designed for Not-for-Profit organisations seeking investment management and advice for medium and long-term portfolios and features a secure custodial solution and 24 hour online portfolio access. The service includes asset allocation and portfolio construction advice, implementation, and ongoing management and reporting.

As part of the financial planning process, your adviser will recommend the service that we consider best suited to what you are wanting to achieve. All our portfolio management service packages are designed to provide you with peace of mind, knowing your investments are being expertly managed by a team of dedicated ethical investment specialists.

How We Charge

We do not charge a fee for the initial consultation, which gives you the opportunity to discuss your needs and what you are hoping to achieve from seeking financial advice.

If you decide to proceed to the advice stage, a quote will be provided for the preparation of a Statement of Advice (Financial Plan).

We operate on a fee-for-service basis, which includes flat rate fees for our financial planning services and percentage-based fees if we proceed to look after your investment portfolio for you. We are committed to helping you understand the fees you will be paying before you proceed with any of our services, and you are encouraged to ask us about anything that you do not understand. The Statement of Advice will disclose the fees that we will charge for implementing the advice or for signing up to one of our portfolio management services.

For further information please ask us for our Financial Services Guide.

Pursue your values, build your wealth and help make the world a better place.