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About Ethinvest

Ethinvest provides comprehensive assistance to people who wish to organise their financial affairs in line with both their financial objectives and personal values. The company was established in 1989, is fully owned by the founding directors, and operates under its own Australian Financial Services Licence.

Our highly qualified financial planners provide a tailored personal service, designed to identify key financial issues for clients and address them in an appropriate manner. This can involve:

  • savings and investment strategies
  • superannuation and retirement planning
  • portfolio management (including shares and managed funds)
  • estate planning
  • life insurance and risk management
Ethinvest was the first financial planning practise established in Australia with a specialist Ethical Investment division. For more information you can email us at info@ethinvest.com.au or download a PDF of our Financial Services Guide.
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