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1 Jan 2018

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Ethical Investment

Ethical Super

If you have worked in Australia, in most cases you will have a superannuation (super) account.  Almost 10% of all the money you earn is contributed to your super fund on your behalf.  This is your money, invested for your retirement.  Do you know what your super is invested in?  Is it invested according to your values?  Is your money helping create a world you would like to live in, in retirement?  For example, some people may be concerned that supermarkets profit from poker machines and some companies are involved in weapons and defence.

Did you know that Ethical Investments perform well financially?

 

Everyone has different values, and we start by understanding what you would like to support or avoid with your super investments.  A Gold Leaf Financial Planner can help you find a super fund or investment that has a strong financial management team with investments that match your values and goals.

 

Self Managed Super Funds

If you have a Self Managed Super Fund (SMSF), we can help you review your investments and implement any changes required to make sure your investments grow for retirement and are invested in line with your ethical values.

 

To learn more about ethical investment click here.

Three Steps to
Ethical Investment

How to match your investments with your values

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Elisabeth discovers what her super is invested in

Elisabeth likes documentaries and in the last few years was concerned with the supermarkets owning and profiting from poker machines.  She was also concerned when she watched a documentary about the conditions of workers (and the factory fires which led to injury and death) in Bangladesh where clothes were made for sale by many Australian retailers.  

 

Elisabeth contacted her Gold Leaf Financial Planner and discovered her super fund held shares in supermarkets as well as shares in Australian retailers selling clothes manufactured in countries where poor labour standards continue.  Her adviser recommended a new super fund with investments with sound financial performance that align with her values. 

 

Elisabeth is happy to say her super is now invested in companies with good labour safety standards and in activities she considers positive like education, recycling and renewable energy.