Clear, good-hearted advice
Your expert financial planners and recognised leaders in ethical investing advice – winners of the 2022 Mindful Money Best Ethical Financial Adviser award, and co-winner in 2023
Whilst our aspirational clients are busy achieving their life goals, we’re busy managing their financial goals. Each client has access to two of our experienced advisers, giving you peace of mind we’ll be working with you for years to come.
Our award-winning team educate and lead you through the complexities of ethical investing. We have our own tailored range of investments, all carefully curated by an independent research team, meeting the highest ethical and sustainability standards.
We also believe in giving back, and support a charity every time a new client starts their journey with us. Our advice will make an impact on you and the world.
Got any questions?
Let’s chat.
Call 09 337 0997
or send us a message.
As pioneers of ethical investing, we were the first financial advisory firm in Aotearoa to be certified by the Responsible Investment Association of Australasia.
You’re in good hands with our terrific team of dedicated experts who work together, take a holistic approach and share your values.
You can rely on our ongoing guidance and active support to help you reach your financial goals. We’ll be guardians of your wealth.
This is stage 1 of our work with you, where we create your own tailored ethical investing roadmap to meet your needs, based on your values and what’s important to you.
Stage 2 of our work with you is where we put your ethical investing roadmap into action. We give you ongoing guidance to reach your financial goals and have a range of ethical investing portfolios available.
Many charities/non-profits have a mandate to invest their funds ethically. Our expertise guides them through financial decisions.
We use the UN’s 17 ‘Sustainable Development Goals’ as our starting point. Not all are available for investment. Here are the key ones that one or more of our funds support or invest in:
End poverty in all its forms everywhere
Ensure healthy lives and promote well-being for all at all ages
Ensure availability and sustainable management of water and sanitation for all
Ensure access to affordable, reliable, sustainable and modern energy for all
Build resilient infrastructure, promote inclusive and sustainable industrialization, and foster innovation
Make cities and human settlements inclusive, safe, resilient, and sustainable
Ensure sustainable consumption and production patterns
Take urgent action to combat climate change and its impacts by regulating emissions and promoting developments in renewable energy
Protect, restore and promote sustainable use of terrestrial ecosystems, sustainably manage forests, combat desertification, and halt and reverse land degradation and halt biodiversity loss
Some things we avoid entirely. Others, we avoid if they are more than a small percentage of a company’s revenues.
Our leadership and commitment to sustainability and ethical investing is not limited to investing. As a firm and individually, we’ve done and continue to do many things to help make the world a better place.
Here are a few ways Ethical Investing NZ has been recognised as leaders in ethical investing.
Chris Douglas and his team from MyFiduciary are the brains behind our investment portfolio design. Chris chats about current market conditions as he sees them, and introduces you to how they've built our various investment portfolios.
The 2023 election has come and (largely) gone. While the final makeup of the incoming government is still being decided, most commentators aren’t expecting a significant change in governmental priorities anytime soon.
Until recently, ethical investing primarily meant avoiding certain types of investments. However, investors are increasingly looking to actively favour industries and companies wanting to make a positive difference.
In this "Meet the Manager" webinar, John Berry from Pathfinder shares their journey from the beginning, why they are so passionate about doing good for your pocket as well as for people and our planet. Pathfinder is a multi-award winning fund manager that have built a strong reputation for both their positive actions and their strong performance.
Got any questions? Let’s have a chat.
Call 09 337 0997 or send us a message.