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. |