Organisation Category: Financial & Insurance Services
Holistic financial planning and ethical investing advice for people who want their investments to align with their values. NZ’s first and only financial advisory firm certified by the Responsible Investment Assoc of Australasia. NZ’s first climate change aware and vegan-friendly portfolios. Impartial, fee-based and evidence-based financial planning and ethical investing advice. Finalist in the 2021 Mindful Money Ethical Adviser awards.
We support professionals and SMEs to stay financially stable, focusing their passions on what they do, so they can continue to thrive and support sustainability. We have a special expertise in ethical investing. Director Peter Lee has launched two ethical investment funds and developed several ethical investment solutions. We have a supplier choice policy biased to sustainable businesses, are committed to making wise environmental choices, and donate considerable time on a pro-bono basis to voluntary NFPs.
Listing last updated 22/08/2017