Clear, good-hearted advice
Your expert financial planners and leaders in ethical investing advice – recognised as the 2022 Mindful Money Best Ethical Financial Adviser.
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.
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.
“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...
We're delighted to be named the Mindful Money 2022 Best Ethical Financial Adviser.
If you have been reading or listening to any market commentary over the last 6 months, you will no doubt have heard the term “investing for the long-term”. The last few months have been a real roller coaster which has seen valuations drop, along with investment assets. Here are our thoughts.