Our Services

Ethical Investment Services provides advice on a range of financial planning services.

Before making any recommendations we take time to consult with you and gather information about your personal, financial and ethical objectives.

This page contains information on the following services:

Ethical Direct Portfolio Management System

Wealth Accumulation

Superannuation

Retirement Planning

Managed Funds

Ethical Direct Portfolio Management Service

Ethical Direct is the name of our portfolio management service that buys and sells directly into the share market. This service is suited to those with larger portfolio balances and is also recommended for DIY/Self Managed Super Funds.

Ethical Direct involves ongoing monitoring of your portfolio, including a quarterly reporting process that keeps you up to date with current performance and provides additional buy / sell recommendations when appropriate.

Wealth Accumulation

We believe that you're never too young or old to start taking control of your finances. If you would like to start investing, our advisors will develop a strategy to suit your individual needs and objectives. There are many options available, from direct debit savings plans to extensive share portfolios.

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Superannuation

Superannuation can be a very effective way of building savings for retirement. We can advise you on setting up a superannuation account and/or consolidating those numerous small existing super accounts into one.

Retirement Planning

Our financial advisers can develop a strategy to help secure you a comfortable lifestyle in retirement. We offer advice on income generation in retirement e.g. through allocated pensions and/or annuities, as well as strategies to build up other investments to provide you with additional capital.

Managed Funds

Investment via managed funds is an attractive option because members' moneys are pooled and diversified across a wide range of investments. Come in to discover the increasing number of ethically screened managed funds now available to you.

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