Ethical investment involves directing your investments in accordance with your social and environmental convictions – and avoiding investment in areas to which you are opposed. One of our first tasks is to develop an understanding of your values, environmental and social concerns, as well as the financial factors that we need to consider when developing appropriate strategies for you.

Ethical investors help create a better world in a number of  ways. Firstly by providing capital to companies that are committed to sustainability, caring for people and the natural environment, we directly fund such positive activities. Likewise by denying our capital to environmentally and socially negative activities we increase their cost of capital - the more who invest ethically the more this will impact.

We also engage with the companies that we invest in - lobbying for change from within - and using shareholder resolutions to promote change where necessary.

Finally we look for opportunities to make loans or invest directly in “Social Impact” investments which provide investment capital for affordable housing, crisis accommodation, community child care and community wind farms, etc.

Research undertaken on the financial performance of ethically screened investments in Australia and overseas has established that investors can achieve highly competitive financial results from ethically screened investments – from term deposits to superannuation and share investments.

We seek to operate sustainably and to minimise resource use without compromising service levels - find out more