Clear, good-hearted advice

Your expert financial planners and leaders in ethical investing advice – recognised as the 2022 Mindful Money Best Ethical Financial Adviser.

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Ethical Investing NZ - Clear, good-hearted advice

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.

Got any questions?
Let’s chat.

Call 09 337 0997
or send us a message.

Why should you choose Ethical Investing NZ?

We’re leadersin ethical investing

We’re leaders in ethical investing in Aotearoa New Zealand.

As pioneers of ethical investing, we were the first financial advisory firm in Aotearoa to be certified by the Responsible Investment Association of Australasia.

We’re more than ethical investing advisers

We’re more than ethical investing advisers.

You’re in good hands with our terrific team of dedicated experts who work together, take a holistic approach and share your values.

We’re there with you throughout your journey

We’re there with you throughout your investing journey.

You can rely on our ongoing guidance and active support to help you reach your financial goals. We’ll be guardians of your wealth.

What We Do

Ethical Investing NZ - Discover and plan

Discover and plan

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.

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Ethical Investing NZ - Guide and support

Guide and support

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.

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Ethical Investing NZ - Not-for-profits


Many charities/non-profits have a mandate to invest their funds ethically. Our expertise guides them through financial decisions.

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Things we invest in

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:

UN Sustainable Development Goals
No poverty
No poverty

End poverty in all its forms everywhere

Good health and wellbeing
Good health and wellbeing

Ensure healthy lives and promote well-being for all at all ages

Clean water and sanitation
Clean water and sanitation

Ensure availability and sustainable management of water and sanitation for all

Affordable and clean energy
Affordable and clean energy

Ensure access to affordable, reliable, sustainable and modern energy for all

Industry, Innovation and Infrastructure
Industry, innovation and infrastructure

Build resilient infrastructure, promote inclusive and sustainable industrialization, and foster innovation

Sustainable cities and communities
Sustainable cities and communities

Make cities and human settlements inclusive, safe, resilient, and sustainable

Responsible consumption and production
Responsible consumption and production

Ensure sustainable consumption and production patterns

Climate action
Climate action

Take urgent action to combat climate change and its impacts by regulating emissions and promoting developments in renewable energy

Life on land
Life on land

Protect, restore and promote sustainable use of terrestrial ecosystems, sustainably manage forests, combat desertification, and halt and reverse land degradation and halt biodiversity loss

Things we avoid investing in where possible

Some things we avoid entirely. Others, we avoid if they are more than a small percentage of a company’s revenues.

No Fossil Fuels
Fossil fuels
No Alcohol
No Weapons
No Tobacco
No Gambling
No Palm Oil
Palm Oil
No Pornography
No Environmental Damage
Environmental damage
No Human Rights Violations
Human rights violations

How we walk our own talk

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.

Find out more about our impact

Don’t just take our word for it.

Here are a few ways Ethical Investing NZ has been recognised as leaders in ethical investing.

2022 Mindful Money Award

Winner of the 2022 Mindful Money Award for Best Ethical Financial Adviser

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2021 Mindful Money Ethical Investment Awards

Finalist in the inaugural 2021 Mindful Money Ethical Investment Awards, under the category ‘Best Ethical Financial Adviser’

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RIAA logo

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.

Sustainable Business Network logo

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

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.
Peace of mind financially being ‘on track’.
Client Feedback Survey 2021
Great initial investment that works well ongoing. Peter is available to discuss matters with us when needed but is really a friend we trust.
Client Feedback Survey 2021

Wise words.

Bonds play an important role in all but the highest risk portfolios. They provide a predictable income stream, and typically do well in times of stress. That means they help offset declines in sharemarkets, so a portfolio that has shares and bonds will have fewer ups and downs than one which is all shares or...

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Bonds and their role in your portfolio

You may have read or heard over the last couple of weeks, the unfolding situation regarding two US bank failures and the subsequent impact it is having on global share markets.  These events have been unsettling, but we believe that measures taken by the banking regulators should provide comfort, and the overall impact on your...

“So long and good riddance to 2022”, may have been the sentiment as 2022 turned into 2023. It certainly wasn’t a great year. War, inflation, rising interest rates, and economic bottlenecks led to poor returns in most types of assets. In fact, 2022 was unusual in the sense that shares and bonds both fell simultaneously,...

As advisers, we are in a position of real privilege. Virtually alone amongst all professionals, we get to learn about our clients’ innermost thoughts and feelings. We are truly kaitiaki – guardians – of so much about them. Firstly, and perhaps most obviously, we are kaitiaki of our clients’ money. They come to us because...

Got any questions? Let’s have a chat.

Call 09 337 0997 or send us a message.