Ethical Investment

Three Steps to
Ethical Investment

How to match your investments with your values

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Your values

What is ‘ethical’?  Everyone’s answer will be different.  The first step when looking at Ethical Investment is to ask yourself, ‘What issues are important to me?’

For example, here are some topics that you may have an opinion on

Environmental

  • Climate Change

  • Renewable energy

  • Fossil fuels and coal seam gas

  • Recycling

  • Animal welfare

  • Uranium and nuclear energy

  • Logging old growth forests

  • Green buildings

  • Sustainable products

  • Water efficiency

  • Pollution

 

Social

  • Education

  • Child labour

  • Healthcare and aged care

  • Fast food and sugar

  • Human rights

  • Fair trade

  • Safe workplace conditions

  • Weapons manufacture and defence

  • Gambling

  • Tobacco and alcohol

  • Pornography

 

Governance

  • Board diversity

  • Executive pay vs average worker ratios

  • Corruption

  • Culture and public reputation

  • Corporate tax responsibility

  • Regulatory breaches

  • Litigation history

  • Supply chain management

  • Adherence to good corporate governance principles


At Gold Leaf Financial Services as part of getting to know you, we ask you to complete a confidential Personal Values Questionnaire to help us understand what is important to you.  This helps us understand your goals and gives us a picture of the type of activities you would like to support or avoid with your investments and superannuation.  We use this information to guide us when recommending an ethical investment or ethical super fund tailored to your values and your goals.

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.

Value the Future

Contact a GOLD LEAF Financial Planner today.
Ethical Investing
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