Sun 22nd February 09 | 12:00pm - 12:50pm
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hosted by | Ethical Investment Services
True wealth goes way beyond just having loads of money. So if we can help the planet whilst getting a good return on investments, everyone wins. Sustainable investing coupled with robust financial planning strategies can help you secure and sustain your financial future. Understanding the nature of investments and changing financial markets can be leveraged to your advantage. Whether you need to manage a share portfolio or Super Fund, invest excess cash savings, explore options for a family inheritance, plan for retirement or position your portfolio to reap short and long term benefits, ethical investing can work for you.
Michelle Brisbane
Michelle Brisbane is a managing director of Ethical Investment Services, a financial planning firm that advises individual clients who wish to invest ethically. Michelle is a Certified Financial Planner and her work at Ethical Investment Services allows her to combine personal philosophies with investment practice. Michelle has been a catalyst for the growth of ethical investment in Australia through ongoing lobbying of fund managers and networking with industry representatives, including her recent appointment to the Melbourne Chapter of the Financial Planning Association.
Ethical Investment Services is a financial planning firm that advises individual clients who wish to invest ethically. We help you build your wealth by investing in companies that are developing products and services that contribute to a better world and we believe that together we can make a difference by supporting companies that take environmental and social issues into account. We view Ethical Investment as an umbrella term that incorporates amongst other things socially responsible investing, green investing, sustainable investing, responsible investing etc. We can provide you with guidance on commonly held ethical criteria and our approach also allows you to prioritise your own personal values and beliefs. Operating since 1992 from our offices in Kew, Melbourne, and servicing clients Australia wide, we are Australia's largest specialist firm advising on ethical investment. We hold our own Australian Financial Services Licence from ASIC and our qualified financial advisers can provide you with personalised financial planning advice and services that are tailored to your individual needs. Mission Statement: Ethical Investment Services aims to combine investment integrity with superior financial returns. We value a sustainable future and operate for the long term prosperity of our clients, our company, the environment and the global community.
mail@ethicalinvestments.com.au