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News Blog


All the latest news and information relating to Ethical Investment, Superannuation, Tax Planning and much more.


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Risk Insurance for Health Workers: Covid-19

Posted on  14 May 2020  by  James Baird  in  News, Risk Insurance

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 […]

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Combating COVID-19 through Impact Investment

Posted on  6 May 2020  by  James Baird  in  Ethical/ RI, News

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 […]

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Coronavirus: Stimulus & Support Announcements

Posted on  23 Mar 2020  by  James Baird  in  News

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 to […]

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Term deposit or tropical island – Can you tell the difference?

Posted on  20 Nov 2019  by  James Baird  in  News

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 […]

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2040 Film Screening

Posted on  8 Oct 2019  by  James Baird  in  Ethical/ RI, Events, News

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 […]

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Guide to Ethical Investment

Posted on  7 Oct 2019  by  James Baird  in  News

As part of Ethical Investment Week 2019, our Guide to Ethical Investment has just been launched! Check it out here: ETHICAL INVESTMENT GUIDE    

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Investing in preventing Cancer through Vaccinations

Posted on  6 Sep 2019  by  James Baird  in  Ethical/ RI, News, Superannuation

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 […]

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Paying First Class Prices for Economy Service?

Posted on  28 Jun 2019  by  James Baird  in  News, Retirement, Superannuation

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 […]

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