Our Journey

Leading the way with ethical investing since 2014, we are independent financial advisers in Auckland with clients all over Aotearoa New Zealand.

Ethical Investing NZ - Our Journey Banner

Independent financial advisers specialising in ethical investing

With over 50 years of combined ethical investing advice experience – we’ve been there, done that. You’re in good hands with our terrific team of dedicated experts who share your values. We are founder and employee owned. And we’re committed to using ethical principles to give outcomes that are better for our clients, nature and society.

Like all good things, Ethical Investing NZ was years in the making. Based on his decades-long commitment to stewardship, founder Peter Lee brought together his extensive experience of “advising advisers” (including as a former CEO of the Institute of Financial Advisers) with his passion for ethical investing, (having helped design some of the country’s first ethical investment portfolios and subsequently developed two ethical funds). In 2014, at age 56, Peter made the gutsy decision to quit his senior corporate role to set up a top-flight, professional advice firm based on principles of sustainability. The business was born!

Timeline

2014
Peter Lee set up C2C Partners Limited

2015
Joined the Sustainable Business Network (an organisation that Peter Lee helped form in 2001)

2017
C2C Partners joined forces with Larry Stead’s business, Steadfast Financial Services, and merged under the C2C Partners brand.  Larry’s client support co-ordinator, Steve Mascaranhas also joined the business.

2018
Ethical investments became the default offering to all new clients

2019
Mark Holtom joined the business as a Financial Planner

2020
Became New Zealand’s first financial adviser firm certified by the Responsible Investment Association of Australasia (RIAA)

Suzanne Baldwin joined as our Practice Manager and Financial Planner

Moved out of providing insurance advice to focus exclusively on ethical investing and financial planning

Refurbished office and used recycled office furniture and materials where appropriate

Francesca Snell came on board as our Operations Manager

2021
Changed name to Ethical Investing NZ to truly reflect what we do. As the phrase says, ‘it does what it says on the tin.’

Dal Jandu joined the business as a Financial Planner

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

Developed and launched our own series of Sustainable and Sustainable Impact ethical investment portfolios

Mark Holtom became a Director and Shareholder

2022
Finalist for the second time in the 2022 Mindful Money Ethical Investment Awards in the ‘Best Ethical Financial Adviser’ category

Winner of Mindful Money’s Best Ethical Financial Adviser Award

Launched new branding and marketing initiatives, including a new website

We shape your investments around your values — considering people, planet, and profit — while using a rigorous process to meet your financial goals. This is what ethical investing really means — investing according to good values, in a way that helps to address various environment and social problems and still meeting best practice investment principles.

Our innovative range of ethical and sustainable investment portfolios are curated using extensive research and are constantly reviewed and improved.

Our kudos

2022 Mindful Money Award

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

Find out more

2021 Mindful Money Ethical Investment Awards

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

Find out more

RIAA logo

As pioneers of ethical investing, we were Aotearoa New Zealand’s first adviser firm certified by the Responsible Investment Association of Australasia (RIAA), the gold standard for ethical investing advice.

Sustainable Business Network logo

Our founder Peter Lee helped form the Sustainable Business Network in 2001. In 2007 he developed and launched two pioneering ethical funds including a KiwiSaver ethical fund.

What our customers say

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
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

Got any questions? Let’s have a chat.

Call 09 337 0997 or send us a message.