Excellence in Advice

Finalists in the IFA Excellence Awards for four years in a row

Simplifying the complexities of Wealth Management & Risk Insurance with quality advice

Offices in Subiaco & Dunsborough

Positive Impact

Assisting all clients to invest in line with their values

Creating measurable positive impact for the environment & society

We cut through the greenwash with our in-depth investment research

Financial Advice

Established in 1967, providing advice based on trust & experience

Pioneers of Ethical Investment in Western Australia

We offer Wealth Management & Risk Insurance for Families, Businesses & Organisations

Phone: 08 9322 1110

Strategy based fee for service Financial Planning. We consider your ethical preferences and the creation of positive impact.

Strategy, Structure, Performance

We offer advice which gives peace of mind by ensuring that the strategy, structure and performance of your finances meet your goals – and your ethics!

We own our own business, 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.

In addition, we were among the first to offer our clients ‘Fee for Service’ advice, based on an hourly rate which is clear and transparent.

Power50_Badge_2019

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Peace of Mind

The outcomes that we have achieved for our clients over a long period of time speak for themselves.

Whether it be building wealth through ethical investment, super strategies, planning for retirement or simply talking through your financial goals, we have experience – and our client testimonials prove it.

IFA2023
ifa Excellence Awards 2020, 2021, 2022 & 2023: Finalist      

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Ethical Investment

There are many research studies suggesting that by investing with ethical and sustainable criteria, you can outperform your peers over the long term.

At JustInvest we specialise in Ethical Investment, and we can construct your portfolio according to your individual ethical criteria. 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.

FREE ETHICAL INVESTMENT GUIDE

JustInvest acknowledges the Traditional Custodians of this Country we now call Australia. We acknowledge their ongoing connection to country and pay our respects to their elders past, present and emerging.