Pioneering ethical financial planning since 1988
You Know What You Stand For. Your Portfolio should too.
Heavy-duty independent research combined with decades of market authority proves competitive performance and clear ethical boundaries can work as one.
Passionate Experts, Shared Values.
Our team combines the pioneering expertise of the co-founders of Australia's leading sustainable investment bodies with deep technical expertise, including advisers with formal backgrounds in environmental science. This unique financial capability and scientific rigour mean your financial future is managed with proven strategies by the architects of sustainable investing.
Competitive ReturnsPlain-English ReportingDual-Layer Analysis
THE ANATOMY OF A SUSTAINABLE PORTFOLIO
Evidence-Based Growth
Over three decades of market data deliver clear evidence: deeply researched ethical portfolios perform on par with, and frequently outperform, the mainstream market. You don't have to sacrifice returns to do the right thing.
Tailored to Your Values
We don't believe in a one-size-fits-all approach. Whether you want to avoid fossil fuels, support human rights, or invest in renewable energy, we align your portfolio with your personal ethics.
Institutional Research Depth
We combine an intensive in-house research analyst with an elite independent asset consultancy to cross-examine every holding. This dual-layer verification gives your portfolios true institutional depth.
Active Participants in the Ecology of Change
Our Melbourne team is personally invested in the principles we advocate for our clients. For over 30 years, we have refined a screening process that considers not just the "what" of a company’s output, but the "how" of its operations and the systemic impact of its existence. In this way, we can show you the ecology of change your investments are facilitating in a deep and profound way.
Audited B Corp Accountability
True integrity requires external scrutiny. As a Certified B Corporation, our operational, social, and environmental impact is independently audited against strict global benchmarks. This ensures our own business practices line up with the high standards we demand from your portfolios.
100% Ethical
Our clients frequently tell us they chose us for our principles, but they stay for our clarity. We deliberately strip away the dense industry jargon and replace it with straightforward, transparent reporting that keeps you completely informed.
True AlignmentCapital SecurityTotal Clarity
What our clients say
Margaret T.
Retired Teacher, Brisbane
Working with this team changed how I think about my money. For the first time, my portfolio reflects my values, and I haven't given up a thing in returns. I sleep better knowing where my money is going.
READY TO PUT YOUR MONEY WHERE YOUR ETHICS ARE?
Reach out to our Melbourne or Brisbane offices today to see how we can tailor an ethical wealth strategy for you.