CLEAR, GOOD-HEARTED ADVICE TO HELP YOU INVEST ETHICALLY AND ACHIEVE YOUR DREAMS

We work with those who have accumulated or come into significant wealth, or high earning/time-poor people, and want to invest ethically.

Like the majority of our clients, you’re probably “in transition”. You’re likely to:

  • Have accumulated savings and investments, but not sure if they will last
  • be “suddenly wealthy”, such as through an inheritance, divorce, sale of a business or sale of a property
  • be serious about saving – and now need to make some decisions

PROFESSIONALS & FAMILIES

PROFESSIONALS & FAMILIES

We help make the complex clear and simple, so you can make informed decisions and take charge of your life. We call it “from complexity to clarity”. By working with us, you can tackle the world with confidence and achieve your dreams, knowing your financial ‘home base’ is protected, and investing according to your values.

TRUSTEES

TRUSTEES

If you're a trustee, whether of a charitable or professional trust or a simple family trust, the new Trusts Act changes mean you have a number of responsibilities - including ensuring investments are made wisely and in accordance with best principles. Ethical Investing NZ can help you.

EMPLOYERS

EMPLOYERS

Our innovative Employee Financial Planning service is a valuable service for sustainability-focused organisations to offer their CEOs, senior managers and others who are high income earners but time-poor, yet want the best ethical investing advice.

ETHICAL INVESTING

ETHICAL INVESTING

Every decision we make with our money, in the end, is a choice about what’s important to us and the sort of world we want. Our investments are no different. Ethical and sustainable investing simply means aligning our investments with our values.

Peter offered us the chance to have an initial no-obligation meeting, which we took up. He spent much of that meeting really delving down into our values, relationships, who and what was important to us, but mainly what we wanted to achieve with our money.

Rob and Mary

Rob and Mary