Strategy. Structure. Performance.
Founded in 1967, we provide advice grounded in trust and experience. As pioneers of ethical investment in Western Australia, we offer wealth management and risk insurance services for families, businesses, and organizations.
We specialise in Ethical Investment and can tailor your portfolio to meet your specific ethical criteria. We help all clients invest in line with their values, creating measurable positive impacts for the environment and society.
As a five-time IFA Excellence Awards finalist, we offer assurance through ethical investments, super strategies, retirement planning, and financial goal discussions. Our extensive experience ensures you’re in good hands.
Our in-depth investment research cuts through the greenwash.
Align your investment with your values.
There are many research studies suggesting by investing with ethical and sustainable criteria, you can outperform your peers over the long term.
We assist a wide range of not-for profits, Non Government Organisations and charitable foundations to formulate, implement and manage Investment Strategies in line with their ethical criteria.
Our Ethical Portfolios
Ethical Investment Funds Management (EIFM) manage diversified portfolios designed to provide investors with access to ethical investments which are actively making a positive contribution to a sustainable future.
Impact
Impact Investment is a strategy that seeks to create both financial returns and measurable social and/or environmental impact.
Strategic Advice
We ensure your values align with your financial growth, while also offering comprehensive financial planning services, including advice on investment, superannuation and retirement planning, insurance, and estate planning.
Why choose JustInvest?
Fee for Service
We are among the first to offer our clients ‘Fee for Service’ advice, based on an hourly rate which is clear and transparent.Not Bank Owned
We own our own businesses and are not aligned to a Bank or Financial Institution, so aren’t limited to offering in- house products. Instead, we can focus on giving advice tailored to the outcomes you’d like to achieve.Trusted by Many
The outcomes that we have achieved for our clients over a long period of time speak for themselves. Many of our clients have obtained a sense of financial well-being by working with us over a number of years.