Our Journey
Leading the way with ethical investing since 2014, we are independent financial advisers in Auckland with clients all over Aotearoa New Zealand.
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 Mascarenhas 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)
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
Winner of Mindful Money’s Best Ethical Financial Adviser Award
Launched new branding and marketing initiatives, including a new website
2023
Co-winner of Mindful Money’s Best Ethical Financial Adviser award
Joined the Sustainable Business Council – the first financial advisory firm in NZ to take this step
Office relocation from Albert St to the SAP Tower on Queen St
2024
Surpassed $100m of funds under advice
Awarded Highly Commended in the Mindful Money Best Ethical Financial Adviser awards
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. 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.
Our kudos
Co-Winner of the 2023 Mindful Money Award for Best Ethical Financial Adviser
First financial advisory business to become a member of the Sustainable Business Council
Winner of the 2022 Mindful Money Award for Best Ethical Financial Adviser
Finalist in the inaugural 2021 Mindful Money Ethical Investment Awards, under the category ‘Best Ethical Financial Adviser’
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.
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
Got any questions? Let’s have a chat.
Call 09 337 0997 or send us a message.