Clear, good-hearted advice
Your expert financial planners and recognised leaders in ethical investing advice – Winner or Highly Commended in the Mindful Money Best Ethical Financial Adviser awards 2022, 2023, 2024
While our aspirational clients are busy working on their life goals, we’re busy managing their financial goals.
As our client you will have access to two of our experienced advisers. This way you have peace of mind that we’ll always be available to you – now and in the future.
Our award-winning team will educate and guide you through the intricacy of ethical investing. Our tailored range of investments – carefully hand-picked by an independent research team – meet the highest ethical and sustainability standards.
At Ethical Investing NZ we also believe it’s important to give back. Each time a new client begins their journey with us we support a charity. This way 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’re the guardians of over $100m of our clients’ 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.
The NZ ethical investing community’s premier event is the Responsible Investment Association of Australasia (RIAA) annual conference. This year’s in mid-September saw a big presence from the Ethical Investing team – as attendees but also as presenters.
Falling interest rates contain both good and bad news. They’re great if you’re a borrower, such as a business or a mortgage-holder – or the NZ government. However, if you’re someone reliant on term deposits for income, drops are not so good.
Ethical investing is not a static ‘set and forget’ process. Companies that are ‘good’ one day may not remain so, and conversely companies can improve their ratings. That means the fund managers we use regularly review their holdings, replacing companies that are no longer so ethical with ones that have improved.
Last week, we were awarded Highly Commended in the Best Ethical Financial Adviser category – in essence, runner-up. Given the stiff competition we’re absolutely delighted. It’s a real credit to our passionate team.
Got any questions? Let’s have a chat.
Call 09 337 0997 or send us a message.