Sustainable Investing
Gold Coast
Why Choose
Sustainable Investing?
Sustainable investing involves considering environmental, social, and governance (ESG) factors when making investment decisions. This approach not only aligns your portfolio with your ethical beliefs but can also lead to long-term financial benefits. By investing sustainably, you can help drive positive change while potentially enhancing your investment returns.
In the past, most Australians didn’t think about what their money was doing. Well, beyond making them more money, that is. However, in recent years a surge in community interest in social causes – from labour conditions to medical innovation to climate change – has created a seismic shift in the investment scene. In fact, nearly half of investments in Australia in recent times have been made ethically, with consumer demand as the major driver.
So, what exactly is an
ethical investment?
Any investment where an individual or company has chosen to invest in line with their values can be said to be called ethical. In formal terms, this refers to a process that takes environmental, social, and governance (ESG) issues into account when researching, analysing, and selecting investments. However, from this point, the definition becomes blurry, as these ESG values vary from person to person.
For example, you might have a moral issue financing a company that is involved in the destruction of old-growth forests. However, you may have no qualms about supporting a company that manufactures alcohol. What’s important is your investment factors in these values and your money supports companies and activities you like, not dislike.
Types of Ethical Investments
According to the Responsible Investment Association Australasia (RIAA), there are five major processes you can use to make your investment ethical:
- Sustainable Investments: Investments in assets specifically related to sustainability factors, such as green energy or water technologies.
- Screened investing: Investments that exclude low ESG sectors, companies or projects, such as gaming, weapons, tobacco or fossil fuels. Instead, they should include high ESG sectors, companies or projects, such as green energy and medical research in your portfolio.
- Impact and community investing: Investments aimed at solving social or environmental problems whilst delivering financial returns.
- Corporate advocacy and shareholder action: Investments that engage shareholders to influence corporate behaviour.
- Integration of ESG Factors: Involves the systematic and explicit inclusion of ESG factors into traditional financial analysis and investment decision-making.
Our Gold Coast Sustainable Investing Services
At New Wave Financial Planning, we offer a comprehensive suite of sustainable investing services tailored to your individual needs and values. Whether you’re new to investing or looking to enhance your current portfolio, our expert team is here to guide you.
Personalised Sustainable Investment Strategies
We begin by understanding your financial goals, risk tolerance, and values. Our advisors will develop a personalised sustainable investment strategy that aligns with your objectives while focusing on ESG factors.
Impact Investment Opportunities
Discover investment opportunities that generate positive social and environmental impact. We help you identify projects and companies that contribute to sustainable development, ensuring your investments make a difference.
Portfolio Diversification with Sustainable Assets
A well-diversified portfolio is essential for minimising risk. Our team assists you in diversifying your investments with a focus on sustainable assets, balancing both financial returns and ethical considerations.
Regular Portfolio Reviews and Adjustments
The sustainable investing landscape is continually evolving. We conduct regular reviews of your investment portfolio to ensure it remains aligned with your goals and incorporates emerging sustainable investment trends.
Education and Resources on Sustainable Investing
We believe that informed investors make better decisions. Our team provides educational resources and insights on sustainable investing trends, enabling you to stay updated and make informed choices.
Ethical and Socially Responsible Investing (SRI)
Explore options for ethical and socially responsible investing that prioritise companies with positive practices. We guide you in selecting investments that adhere to your ethical standards and sustainability criteria.
What’s Our Process?
-
Free Initial Consultation
In our initial complimentary meeting we will listen to your goals and aspirations. We will then cover in detail the services we provide and explain how we help people achieve their goals
-
Research
Utilising our broad knowledge base, and ensuring compliance with relevant rules and regulations, we undertake detailed research to ensure we have considered all aspects of your situation.
-
Strategy
Here we will identify and evaluate a range of strategies based on achieving your goals, and confirm their suitability for best meeting your needs.
-
advice
We will present you with a Clear & Concise plan to achieve the goals that you set out. This will include all the ‘nuts & bolts’ information and the various steps to be taken to meet your goals.
-
implementation
Simple – this step is putting the plan into action.
-
review
We will meet with you AT LEAST once a year to ensure your plan remains relevant and you are still on track to meet your goals.
Invest in a Sustainable Future with Our Sustainable Investing Gold Coast Service
Choosing to invest sustainably is an impactful decision that can benefit both your portfolio and the planet. Ready to explore sustainable investing? Contact New Wave Financial Planning for a consultation, and let our Gold Coast investment experts guide you towards a portfolio that aligns with your values and aspirations.
Why Choose New Wave Financial Planning
for Sustainable Investing on the Gold Coast
Benefits of Working with New Wave Financial Planning:
Expertise in Sustainable and Responsible Investing
Our advisors are knowledgeable about sustainable investing principles and ESG criteria, ensuring your investments align with your values and financial goals.
Tailored Investment Solutions
We recognise that each investor has unique goals and values; our personalised approach guarantees that your sustainable investment strategy reflects your circumstances.
Transparent Guidance and Support
Integrity and transparency are central to our service. We provide clear, honest advice, empowering you to make well-informed decisions regarding your sustainable investments.