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 […]
Read MoreCombating 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 […]
Read MoreCoronavirus: 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 to […]
Read MoreTerm 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 […]
Read More2040 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 […]
Read MoreGuide 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
Read MoreInvesting 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 […]
Read MorePaying 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 […]
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