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

2024 Mindful Money Best Ethical Financial Adviser
2023 Mindful Money Best Ethical Financial Adviser
2022 Mindful Money Best Ethical Financial Adviser
Ethical Investing NZ - Clear, good-hearted advice

Ethical Investing NZ is committed to being excellent kaitiaki (guardians) of your wealth.

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.

What our clients say

Thanks for your concise and professional manner in presenting complex situations simply and giving us risk and benefit questions to think about.
Client Feedback 2024
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.
Rosemary
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
Thank you Dal, I want to say again how awesome you are and how much I appreciate you. It really makes everything feel good, relaxed and secure for me.
Client feedback email 2024
Friendly advice, genuine interest and support, tailored investment experience, time is taken to build a relationship.
Client Feedback Survey 2023

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’re the guardians of over $100m of our clients’ 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.

Find out more

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.

Find out more

Ethical Investing NZ - Not-for-profits

Not-for-profits

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

Find out more

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
Alcohol
No Weapons
Weapons
No Tobacco
Tobacco
No Gambling
Gambling
No GMOs
GMOs
No Palm Oil
Palm Oil
No Pornography
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.

Winner of the 2022 & 2023 Mindful Money Award for Best Ethical Financial Adviser

Find out more

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 two of our three 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.

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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Wise words.

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.

Read more

Ensuring ethical funds remain ‘fit for purpose’

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.

You may have heard of “benchmarks”. These are basically target returns that an investment is measured against. They are crucial tools to enable you as an investor to ask some key questions.

Income in a trust that’s not distributed to beneficiaries is taxed at what’s called the “trustee rate” – in effect, the trust.  Investors with family trusts will know that for some years there’s been a discrepancy between the top rate that beneficiaries pay (39%) and the tax rate for trusts (33%).

Got any questions? Let’s have a chat.

Call 09 337 0997 or send us a message.