We have offices in Sydney, Melbourne, Perth, Brisbane, Adelaide, Canberra, Hobart and Newcastle

Ethical Sustainable Governance

We guide our clients through the intricacies of ESG (Environmental, Social, Governance) investments, empowering informed decision-making. Our tailored ESG-themed portfolios are crafted only after thorough consultation, aligning your investments with sustainable and ethical principles. The term ESG can mean different types of investments to different people, even with the commitment to ESG investing, which is why we consult with you as part of our advice to make sure that we understand what ESG means to you.

Life is a journey, it is unpredictable

How that journey unfolds for each person varies considerably. We use our experience to help you to make better financial decisions in unpredictable times and to ensure that changes in your circumstances, health crisis, divorce, inheritance, investments, are taken into consideration.
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Demystifying ESG Investing

Gain a deeper understanding of Environmental, Social, and Governance (ESG) principles and how they can shape sustainable investment portfolios, aligning your financial goals with your values.

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Tailored ESG Portfolio Strategies

Explore personalised ESG-themed portfolio options that reflect your commitment to ethical and responsible investing, designed after thorough discussion and analysis of your preferences and objectives.

Frequently asked questions

Ethical Sustainable Governance, often referred to as ESG, is an approach to business and investment decision-making that considers environmental, social, and governance factors alongside financial performance. It aims to promote sustainability, ethical behaviour, and responsible corporate practices.

An ESG fund aims to maximise financial returns for investors, while pursuing its ESG investment strategy. A fund may consider ESG risks and opportunities, before including an investment. For example, a fund may consider the risks of climate change and the opportunities of transitioning to renewable energy across its investment strategy.

By supporting sustainable businesses and initiatives, ESG investors can drive positive change and help address global challenges such as climate change, inequality, and poverty.

Challenges associated with ESG investing include lack of standardized ESG metrics and reporting frameworks, leading to inconsistent data and difficulty in comparing companies’ ESG performance, greenwashing or misleading claims by companies regarding their ESG practices, limited availability of ESG investment options across all asset classes and regions, etc.

Our other services

Superannuation Investment and Portfolio Construction

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Superannuation and Wealth Accumulation

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Debt Management

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Pre-Retirement Planning

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