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General Advice Warning

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All of the material published on this web site is for information purposes only and does not constitute advice. This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs.
Because of this, we recommend you consider, with or without the assistance of a Financial Adviser, whether the information is appropriate in light of your particular needs and circumstances.

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Elisabeth learns about her super investments

Elisabeth likes watching documentaries and in the last few years has become concerned about gambling and animal cruelty including live animal exports.  She is also troubled after watching a documentary which showed the poor conditions of workers in Bangladesh and China. These workers were making clothes that were being sold by many Australian retailers.  

 

Elisabeth contacted her Gold Leaf Financial Planner and was surprised to discover that her super fund was invested in many areas that she wanted to avoid.  She was happy her adviser had the expertise and experience in ethical investments to change this.  Her adviser recommended a new super fund with investments that align with her personal values and have shown a sound financial performance. 

 

Elisabeth is happy now that her super no longer invests in live animal exports or gambling.  Instead she is now invested in companies with good labour safety standards, and in activities she considers positive like education and renewable energy.