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Do you know what your savings and investments are being used for?
Are they being invested in companies with activities you do not wish to support, like wood chipping of old growth forests, uranium mining, gambling, tobacco production or perhaps animal cruelty? Do you know that you have a choice regarding where your funds are invested? At Ethical Investment Services, we help you generate good returns by selecting a range of investment opportunities that support your ethical concerns.
What is ethical investment?
Ethical investment or socially responsible investment is the practice of investing according to your own ethical criteria. These criteria may include, amongst other things, the impact of a company?s products and services on the environment, the third world, employment standards, human rights and animal rights.
Ongoing studies are demonstrating the good returns that can be achieved from investing ethically, with the added satisfaction that you are benefiting society and the environment.
Ethical Investing and Superannuation: a force for change
With the large amounts of (your) money being tied up in superannuation, ethical investors can have quite an impact if they choose to switch to ethical super funds.
Superannuation trustees will need to respond to these ethical concerns to avoid members thinking with their feet and choosing alternative funds.
How can a Financial Adviser specialising in ethical investment assist?
There is no right or wrong time to get your financial affairs in order. However, any of the following events may trigger the necessity:
1) Receiving an inheritance
2) An increase in salary
3) Receiving a redundancy payout
4) You would like to get into the sharemarket
5) You have excess funds sitting in a bank account
6) You are concerned about how you will fund your retirement
7) You would like an ethical superannuation fund
Your Financial Advice will begin with establishing your short, medium and long term goals and short, medium and long-term financial needs. These will differ for each individual, depending on your life stage and lifestyle. At Ethical Investment Services, specialist Financial Advisers will also ask you questions to determine your ethical concerns. They can then create an individual ethical profile for you which will be used to select investments to suit. Your goals are matched up with investments which will perform in the short, medium and long term and which also suit your ethical profile.
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