Our Services

Before making any recommendations we will take time to consult with you and gather information about your personal and financial objectives and ethical criteria. Your adviser wil work with you to develop a personalised financial plan to suit your individual needs and objectives. There are different strategies available to buld your wealth including regular savings plans, share portfolios and self managed super funds. Your adviser will help you decide what will work best for you, we will implement your plan and our ongoing services will keep you on track to reach your goals.

• Ethical Direct Portfolio Management Service
• Wealth Accumulation
• Superannuation
• Self Managed Super Funds
• 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 Self Managed Super Funds. We provide in house research on companies we recommend to you so that you can stay in touch with the types of activities your money is supporting.

Ethical Direct involves ongoing monitoring and administration of your portfolio, including a quarterly reporting process that keeps you up to date with your current returns and provides recommendations for change to your portfolio holdings.

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 advisers will develop a strategy to suit your individual needs and objectives. Ongoing adviser reviews will help you to stay on track to achieve your financial goals. A financial plan prepared for you by one of our qualified advisers can set you on a path to financial freedom.

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Superannuation

We can advise you on setting up an ethical superannuation account and/or consolidating those numerous existing super accounts into one. We can design a contributions plan to help you minimise tax and use superannuation as an effective way of building greater savings for retirement.

Self Managed Super Funds

Self Managed Super Funds are an increasingly popular way for investors to take even greater control of their own retirement planning and wealth accumulation. We can help you decide if a Self Managed Super Fund is right for you. Or, if you already have one in place, we can assist you with the SMSF's investment strategy via our portfolio management service: Ethical Direct (see above).

Retirement Planning

Our financial advisers can develop a financial plan incorporating strategies to help you secure a comfortable lifestyle in retirement. We can help you work out what you will need and offer advice on tax free income generation in retirement as well as strategies to build up other investments to provide you with additional capital when needed.

Managed Funds

Managed funds can be a great way to save and participate in the growth of the sharemarket. 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.

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