Ethical Investing NZ
Ethical Investing NZ
Ethical Investing NZ is an award-winning wealth advisory firm, helping clients invest ethically and sustainably to achieve their lifetime goals. We call it Clear, Goodhearted Advice. We are committed to being kaitiaki of our clients’ wealth and goals, as well as actively operating sustainably.
We specialise in helping people seeking to build ‘financial independence’, those with wealth but not sure if it will last and people going through a transition - like an unexpected and sudden wealth such as an inheritance, divorce or sale of a property. Typically, our clients want to achieve three common objectives: live the lifestyle they want, support those they love, and leave an enduring legacy.
For corporates we provide two services. One that helps those in senior leadership roles align their wealth with their values and secondly, educating staff through group training and educational sessions with the aim to improve their financial knowledge, as well as gaining a better understanding of ethical investing.
We work as our clients’ partners in financial wellbeing, taking the time to listen and understand what’s important to them, who’s important to them, and what they want to achieve — with ethical investment options as the base for our recommendations.
Ethical investing is core to what we do. As a professional services firm we innovate to provide better solutions. This includes a specific portfolio series centred around the United Nations Sustainable Development Goals.
Our independent and impartial service means we provide unbiased advice — we are not aligned to anyone and fully owned by staff.
Our leadership in ethical investing advice was recognised in 2022 when we were named the 2022 Mindful Money Best Ethical Financial Adviser. We are also the first NZ financial advisory firm to hold certified status of the Responsible Investment Association of Australasia.
We specialise in helping people seeking to build ‘financial independence’, those with wealth but not sure if it will last and people going through a transition - like an unexpected and sudden wealth such as an inheritance, divorce or sale of a property. Typically, our clients want to achieve three common objectives: live the lifestyle they want, support those they love, and leave an enduring legacy.
For corporates we provide two services. One that helps those in senior leadership roles align their wealth with their values and secondly, educating staff through group training and educational sessions with the aim to improve their financial knowledge, as well as gaining a better understanding of ethical investing.
We work as our clients’ partners in financial wellbeing, taking the time to listen and understand what’s important to them, who’s important to them, and what they want to achieve — with ethical investment options as the base for our recommendations.
Ethical investing is core to what we do. As a professional services firm we innovate to provide better solutions. This includes a specific portfolio series centred around the United Nations Sustainable Development Goals.
Our independent and impartial service means we provide unbiased advice — we are not aligned to anyone and fully owned by staff.
Our leadership in ethical investing advice was recognised in 2022 when we were named the 2022 Mindful Money Best Ethical Financial Adviser. We are also the first NZ financial advisory firm to hold certified status of the Responsible Investment Association of Australasia.
Council Member
Peter Lee
Managing Director