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Ethical Investing
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Clients

At Gold Leaf Financial Services we work with clients who are themselves involved in positive initiatives in the community such as:

 

  • Donating to charities

  • Helping friends and family in need

  • Working in a position that contributes to society or helps the environment

  • Running a sustainable and/or socially conscious business

  • Volunteering for charities

  • Purchasing products and services that are provided by companies with good labour standards and that have a positive contribution to society

  • Other initiatives such as community gardens, music groups, art displays and social enterprises.

 

At Gold Leaf Financial Services, we help our clients to improve their finances.  In turn this saves our clients time and worry and helps them to have more capacity to make positive contributions to the community and environment.

Three Steps to
Ethical Investment

How to match your investments with your values

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For financial advice to help you reach your dreams.

Rebecca and Jack start an ethical investment

 

Rebecca is a nurse at the local hospital and Jack is a university professor.  They have recently inherited $800,000 from Rebecca’s mum and would like to invest this for the future.  Rebecca feels this is a big responsibility and she would like to invest the money in a sensible way.  They would like to use some of the money to pay for school fees when their children are in high school, starting in 7 years.  Rebecca and Jack would also like an investment that is easy to manage and one they can add to each month from their savings in order to grow their wealth long term. 

 

Rebecca’s main ethical concern is that she does not want to invest in junk food companies.  Jack is concerned about climate change and would like to avoid investing in fossil fuel.  They have both travelled over the years and feel they are lucky to have grown up in Australia and they would like to support education and healthcare. 

Rebecca and Jack met with a Gold Leaf Financial Planner, who helped them to establish a diversified ethical investment portfolio that matches their values as well as their risk profile.  The investment is simple to manage and easy to add to each month.  After 7 years they have seen their investment grow to $1,214,000 and their adviser helps them keep on track, changing the investments from time to time in order to make sure the overall ethical investment portfolio is still right for their risk comfort level, their objectives and their ethical preferences.  Rebecca and Jack are happy to know their money is “doing no harm” and supporting industries making a positive impact.

 

*Note assumed average investment return of 7.2% pa.