Ethical Investing NZ is committed to being excellent kaitiaki (guardians) of your wealth.
We help a range of different people and organisations looking for advice on investing ethically — from those who have recently received a cash lump sum, those in or close to retirement, high income earners looking to invest, to charities and not-for-profits.
Whether you’re new to investing, want to know when you can make work optional, or how to make your accumulated savings last, we can help you. Work with our award-winning team who share your core values, are dedicated experts and will support and guide you to reach your financial goals.
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.
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.
As pioneers of ethical investing, we were Aotearoa New Zealand’s first adviser firm to be certified by the Responsible Investment Association of Australasia (RIAA), the gold standard for ethical investing advice. We also have three of our five advisers individually Certified.
We developed an innovative portfolio series combining the best of low-cost ‘avoid’ funds and active funds that support sustainable firms.
Our founder Peter Lee helped form the Sustainable Business Network in 2001. In 2007 he designed and launched two of NZ’s first ethical funds, including an ethical KiwiSaver fund.
What our clients say
Managing large amounts of money can be overwhelming. The support takes a big weight off and I feel I have someone I can talk to when making decisions.
Client Feedback Survey 2023
I trust and know my investment is carefully structured and aligned to my personal values.
Client Feedback Survey 2023
I have a capable, knowledgable and caring adviser. He is very patient and will explain each and every aspect. He is driven by his caring attitude towards the older person.
Friendly advice, genuine interest and support, tailored investment experience, time is taken to build a relationship.
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.
Our director, Mark Holtom, joined Bryony Greenhalgh from Pathfinder in the recent Sustainable Business Network ‘Hot Take’ discussion to talk about some of the ways employers can be supporting their employees in this current economic climate. Here is the recording of the discussion.
We were delighted to be named joint winners of the Best Ethical Financial Adviser award at the recent Mindful Money awards. This is the second year we’ve been a winner, as we won the 2022 award. While the ethical investment area continues to grow, there is still a lot of variation in what sound ethical investment means in practice. There remains, too, public concern over greenwashing and exaggerated claims around ethical investment.