Saving ‘Planet A’ with your Super Event
Thursday 29 October, 9am WST Practical advice for aligning your super with your values Do you know if your retirement savings are helping to fuel climate change or the destruction of our environment? Are you keen to find out more about ethical and responsible super but unsure where to begin and what to look out […]
Spotlight on Engagement: Encouraging Companies to Manage ESG Risks
“We believe it is in the interest of our investors that we engage with our investee companies to minimise risks, protect and enhance shareholder value, promote greater transparency on ESG issues, and encourage companies and issuers to develop and become more resilient over time” Impax Engagement Report 2020, BNP Paribas Asset Management [dropcap4]E[/dropcap4]ngagement, by definition, […]
A Cautionary Tale: Super Funds..sometimes you get what you pay for!
Whilst we don’t often comment on individual cases, I feel compelled to write about a shocking experience that a family member of mine recently had with her large Industry Super Fund (to prevent bias, we won’t name the fund in this case). She was due to receive a ‘Death Benefit Pension‘ from her late husband. […]
Risk Insurance for Health Workers: Covid-19
Good news for frontline health workers – in a recent statement, the Financial Services Council announced it had obtained “a commitment on behalf of participating life insurance FSC member companies” to ensure that frontline workers were not prevented from obtaining life cover because of their exposure to coronavirus, including those who had applied for cover after […]
Combating COVID-19 through Impact Investment
Even in the midst of the current pandemic, there are reasons to be positive. We are communicating to our clients the positive impact that their investments are having in the fight against COVID-19. A number of our healthcare holdings have been critical to the response to this crisis. These have played a central role in […]
Coronavirus: Stimulus & Support Announcements
We hope you and your loved ones are safe and coping as best you can during these difficult times. Confirming that it is still business as usual for us – however we are now conducting all client meetings via phone and video conferencing, and working from home when necessary, to protect those most vulnerable […]
Term deposit or tropical island – Can you tell the difference?
We really wanted to share this Blog post by the Barefoot Investor about risk (thanks to Scott Pape!): Tired of earning less than 3% on your money? I’ve got an old bloke who comes out and services my tractor. Mostly we talk about hydraulics, but the other day he rifled through his overalls and pulled […]
2040 Film Screening
Join us for our screening of 2040, an amazing feelgood film which focuses on solutions, not the problems! An EIW19 fundraiser for 350.org About this Event 2040 (1hr 32m), by award-winning director Damon Gameau (That Sugar Film), is a hybrid feature documentary that looks to the future, but is vitally important NOW! The film embarks […]
Guide to Ethical Investment
As part of Ethical Investment Week 2019, our Guide to Ethical Investment has just been launched! Check it out here: ETHICAL INVESTMENT GUIDE
Investing in preventing Cancer through Vaccinations
Did you know that you can now invest in a diversified range of Social as well as Environmental Bonds within your Investment or Superannuation portfolio? For example, Affirmative Investment Management (AIM) is a Fund Manager which only invests in global bonds which meet very high ESG standards – including Green, Social and Sustainability bonds. An […]
Paying First Class Prices for Economy Service?
We often come across clients that are paying large ongoing fees for advice on their superannuation and investment portfolios. These fees may be upwards of $10,000 per year in some cases, and are usually justified by an approach used by banks and larger firms which is becoming more and more outdated in the Financial Planning […]
Royal Commission – time to transform for the better
JustInvest and the Ethical Investment Advisers (EIA) group have welcomed the final report of the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry. “Transparency and accountability in investment advice and service is a key theme for Ethical Investment Advisers. We actively engage with the financial services industry to ensure that the […]