Our Services
Purposeful financial planning for a brighter future
Since1988,EIShasnotjustfollowedethicalstandards;wehelpedbuildthemasco-foundersoftheindustry'stwoleadingvoicesintheindustry(RIAAandEAC).Here,yourlong-termobjectivesaremetwithadisciplinedapproachthatbalancestechnicalrigourwithmoralclarity,ensuringyourcapitalworksashardforyourfutureasitdoesforyourprinciples.
Service Offerings
Financial Planning
Secure your financial future with a personalised roadmap that provides the clarity and confidence to navigate market cycles while supporting your life goals and personal values.
SMSF Advice
Maintain total control over your superannuation while our specialised research handles the complex task of vetting investments against your personal ethical and financial criteria.
Portfolio Management
Build wealth with the unique power to exclude any individual stock that conflicts with your values, a feature backed by institutional-grade research depth.
Not-For-Profit Solutions
Grow your community impact with confidence through specialist understanding for mission-aligned organisations, knowing every dollar maintains your fiduciary responsibilities.
The Values-Profit Alignment process
Your capital is managed through a process that integrates your personal ethics into a technically sound portfolio. This framework ensures every investment is held to a higher standard of accountability.
Institutional research depth
Your strategy is powered by a structural advantage rare in boutique firms: an in-house investment analyst and the independent expertise of an industry-leading asset consultancy.
Individual stock-level control
Gain total transparency, ensuring your portfolio is built on your values, not just a generic filter.
Plain-English reporting
Access clear, one-page summaries that provide honest, data-backed answers on performance and impact without financial jargon.
Authority-led partnership
Work with a team that holds structural authority in the sector, providing genuine personal continuity over years or decades.
Contact us for details
Our Financial Advisers are here to help you with major life decisions and assist in facilitating your ongoing path to enduring financial freedom.
Whatever your needs, pick up the phone or contact us here to ask us about how one of our qualified advisers could help.