how ethinvest can help....
Investment Portfolio Design and Management
Ethinvest provides a comprehensive portfolio design and management service, based around direct investment in shares, bonds, and other investment options. This ensures you can see exactly what your money is doing, and its value isn’t eroded by multiple layers of fees and charges.
Comprehensive Financial Planning
All advice we give takes into consideration your overall needs and objectives. We help you manage your finances, build savings, plan for retirement and secure your future against the risk of accident or injury. As part of our comprehensive service we also review estate planning issues, including trusts, powers of attorney, wills and other legal instruments.
Superannuation
From individuals needing to find a super fund (or consolidate many funds!) to trustees of Self Managed Super Funds and organisations looking for a staff super plan - we can help you find a good solution.
Charities and Not-for-profits
Our not-for-profits service covers all areas of portfolio design and management, including regular reporting and reconciliations and ongoing advice. We ensure that the capital held by charitable institutions is invested in activities that are consistent with their mission and ethos - aligning the way that income is generated with the positive activities that the income funds.
Philanthropy
Ethinvest has developed a specialised service for Charitable Trusts and Foundations.
