Sustainable Living

Social Responsible Investing

Positive, competitive investments
Ethical Super

Social Action

investors who are taking account of environmental, social and
ethical issues in addition to financial issues are well positioned to
capture this wave of growing demand.

Ethical Investing

In a world in which social and environmental responsibilities are fast becoming a factor in our daily decisions and considerations, such have also reached the world of investing.

We all have our reasons for wanting to increase our wealth. It is important to do it the right way, with the right people. To channel funds into places that will not just reap you with the financial rewards that you expect, but operate in a way that improves the lives and environment of all stakeholders.

A shift in psyche dictates a change from the quick fix, the fast buck and the get rich quick schemes. Our generation has been made more aware of the importance of sustainability – that the slow burn can indeed reap rewards not just personally but in a reach that surpasses the borders of our daily lives.

More and more people these days are starting to realize the power of one – that through their decisions and actions, change can be made in ways that go beyond the sphere of our consciousness and reality.

The world of ethical investing presents the individual an arena in which you have a say, in which your decisions and confidence can influence the operations of sectors and businesses, causing a ripple effect that can mobilise the change you wish to see.

You can be part of this movement.

The ethical investment gives you the power to put your funds in sectors and businesses whose operations takes into account social and environmental factors with the objective of helping your funds grow by offering a competitive edge, be it through innovation or sustainable growth practices.

For the first time in history, we see a trend in which your personal beliefs, combined with sound financial advice and considerations dictate your decisions, placing your money in channels that have a positive social impact.

Ethical investors have the power to mobilise and create the change in the world that they wish to see. Through their decisions, corporations and governments have enforced and applied changes in operations and governance to ensure that adverse social and environmental impacts are significantly reduced and that societies and the environment directly affected by the activities of these businesses and sectors have a positive outcome, benefiting all. A massive call out has been made to support such channels, and that call out is being heard and responded to by a greater number of people determined to grow their money in a sustainable and ethical way.

Through the decisions of ethical investors, activities such as the Carbon Disclosure Project and the UN Principles for Responsible Investment have been formed and action taken. As a result, various philanthropic bodies set up to “do good” have experienced massive growth, such as WWF, Friends of the Earth, Amnesty International, Oxfam, the RSPB and the Soil Association. This is allowing them to continue their work on a much greater scale.

While ethics come into consideration with investors, there is still an expectation for financial growth. Studies formed over the years show that such investors reap what they sow sustainably and to allow this increase and prosper over the long term



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Ethical Investment

May 18, 2016

SMSF’s are one of the fastest growing assets classes within the Australian financial landscape and for good reason. SMSF’s offer attractive tax incentives, greater opportunity to diversify assets and can be more cost effective than traditional retail or industry super funds. When it comes to diversification with an SMSF,  a trustee(s) is not limited by […]
May 5, 2016

This weekend is Mother’s Day in Australia and there is no better time to show Mum that you appreciate all her efforts and hard work. It’s a day for the whole family, when Mums and Grandmas are bought flowers, taken out to lunch and showered with gifts. However with a bit of extra thought, you […]
April 29, 2016

Perhaps you’ve never thought of your financial assets as worthy of bringing about social change or enough to change the world. However, a group of people, coming together to direct their funds to support ethical and socially responsible issues, can be an incredibly powerful catalyst for change. As anthropologist and author Margaret Mead (1901 – […]



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Our mantra is Knowledge, Strategy & Wealth. We invite you to take this opportunity to secure your future with us.