New Podcast Episode on The Green Dream: Ethical Influencer: How Australian Ethical drives change towards a Net Zero Future, with Persephone Fraser An Ethical Investment Week 2024 interview: ‘What type of ethical investor are you?’ It’s been 3 years since we had a chat to Australian Ethical about their ethics, and they have grown substantially […]
Read MoreCutting Carbon, Ending Exploitation & Elevating Women
New Podcast Episode on The Green Dream: Cutting Carbon, Ending Exploitation & Elevating Women with Madeleine Huynh from Perennial’s Better Future Fund This interview is with Madeleine Huynh, ESG Analyst and Assistant Equities Analyst at Perennial Partners. This is our second Green Dream interview on the Better Future Fund, with the first being a discussion […]
Read MoreThe Thirst for Ethics: Coca-Cola’s Water Dilemma in Western Australia
Here in Western Australia, where water is precious, an ethical quagmire has emerged, casting a shadow over one of the world’s most recognisable brands: Coca-Cola. Nestled in the outskirts of Perth lies the contentious tale of how a multinational corporation’s thirst for profit collides with the principles of fair resource utilisation and environmental stewardship. At […]
Read MoreA Practical Guide to Buy-Sell Insurance in 5 Simple Steps
Imagine a medical practice owned by four GP’s. They each have a significant financial stake in the practice and rely on its income for their livelihoods. They are concerned about the impact of a worst case scenario involving accident or illness on themselves and their spouses. Therefore they seek advice on Buy-Sell insurance as follows: […]
Read MoreMeeting with Al Gore & David Blood of Generation IM
This week I had the privilege of meeting with two inspirational leaders who are influential in both climate action and sustainable investment, Al Gore and David Blood of Generation Investment Management. We discussed a range of pressing issues regarding climate and the need for sustainable investment. Al was disparaging of fossil fuel company tactics “The […]
Read MoreNuclear…Saviour or Sideshow? Unveiling the True Cost of Climate Solutions
In this discussion with Tom King of Nanuk Asset Management we venture into the heart of the nuclear debate. Nuclear energy is an enigma…on paper, it presents itself as a low-emission ‘knight in shining armour’ solution against climate change. However, as we delve into the details, we confront the stark realities – the main challenges […]
Read MorePreserving Prosperity: The Crucial Role of Superannuation Advice in Estate Planning
The importance of strategic financial planning, particularly in the realm of superannuation, cannot be overstated. If you are keen on leaving a lasting legacy for your adult children, seeking expert advice is paramount. In this article, we delve into the benefits of acquiring superannuation advice, with a specific focus on estate planning. Additionally, we’ll explore […]
Read MoreUnderstanding the ‘Retirement Smile’
The ‘Retirement Smile’ is not about grinning from ear to ear; rather, it symbolizes the fluctuating financial needs that you may experience at different stages of your retirement. This concept divides the retirement phase into three distinct stages – the Early Years, the Middle Years, and the Twilight Years. Understanding the Retirement Smile can empower […]
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