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:
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.
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.
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.
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.
Rob and Mary