Ethinvest

Tailored Financial Advice
Ethinvest provides comprehensive financial planning and investment advice to a wide range of clients.
Ethinvest specialises in the design and management of cost-effective direct share portfolios, with an emphasis on personal service. All clients have their own portfolios created specifically for their own needs and circumstances. A number of our clients are interested in investment screening. Ethinvest is passionate about working with clients to ensure that their investment portfolios align with their values and outlook.
Our clients hold assets in a variety of ways. They are trustees of Self Managed Super Funds, directors of investment companies, act for not-for-profits, Non Government Organisations and charitable foundations or people who hold assets in their own name.
Investment Options

Ethinvest was the first financial planning company in Australia with a dedicated focus on ethical investment.



We are keen to ensure that our clients know what their money is doing. Our aim is to work with clients so that their investment portfolios shape and fund the world they would like to live in.

Through our subsidiary, Australian Impact Investments we provide comprehensive advice regarding impact investments. Our purpose in this regard is to value and create social and environmental outcomes, along with competitive financial returns.

We often assist clients with strategies beyond traditional financial planning and look at structuring approaches to charitable giving. This may involve the establishment of a  Private Ancillary Fund, or we have also set up a public ancillary fund, the Community Impact Foundation, to assist clients.

Our Team
Our strength is our people.
Ethinvest's Financial Advisers are experienced investment professionals supported by specialist teams of analysts, paraplanners and portfolio administrators. Ethinvest has grown to over 20 staff members.


Our Advisers

Trevor Thomas
Matthew Hicks
Fiona Thomas
Ken Dewar
Michelle Skittrall
Julia Harley
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Contact us

L8, 1 York St 

Sydney NSW 2000

PO Box 692

Chatswood NSW 2057

P: 02 9413 9558

F: 02 9413 4404

info@ethinvest.com.au

 

© 2019 Ethinvest Pty Ltd

ABN 53 003 843 874

AFSL 223718

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