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Ethical Investment Advice

Is it important that your investment positively contributes to your wealth and the health of the planet and its people? We respect your principles and want to do everything to support them.

 

Indeed, ActOn Wealth believes that wealth creation and social/environmental concerns should not be mutually exclusive. We call it ethical wealth creation. It is old-school thinking to suggest ethical investments equate to lower profits or higher fees. Like you, we believe there is a way to do good for your wealth and the world. Whilst ethical investment can open a Pandora’s Box of complexities, most of us can agree on and share some fundamental investment values that avoid:

  • Causing illness, disease or death

  • Destroying or damaging the environment

  • Disrespecting or harming people

Our ethical investment services

​Here at ActOn Wealth, we use these values to guide us to a range of ethical fund managers and Superannuation providers. As a result, we tailor-make portfolios that align with your values and compliment your short, medium and long-term financial and lifestyle goals.

We use an ethical screening process to invest your money into companies that help grow your savings and build a better world. These criteria comprise specific exclusions and inclusions:

Exclude


  • Fossil fuels
  • Gambling
  • Tobacco
  • Live animal export
  • Old-growth logging
  • Environmental destruction
  • Social harm
  • Harmful financing

Include


  • Renewable energy
  • Recycling
  • Healthcare & wellbeing
  • Efficient transport
  • Sustainable products
  • Community finance
  • Production of health foods
  • Social wellbeing
sustmark
ActOn Wealth is proud to partner with Sustainable Marketplace to provide their customers with advice that is kind to both their financial goals and their conscience.

Contact an ActOn ethical financial advisor today

Make sure your wealth-building is sustainable and successful - contact our team today.

Frequently asked questions

This type of investing allows investors to align their financial interests with their values, support positive social and environmental initiatives, and manage risks by considering environmental, social, and governance factors. It promotes long-term sustainability, transparency, and accountability among companies. It has the potential for competitive financial returns and is a growing market in Australia given individuals can make a positive impact while pursuing their financial goals.

First define your values and financial goals. Research various options, understand their investment approach, and verify their ESG credentials. Aim for a diversified portfolio and consider seeking professional advice from an experienced professional to help create a tailored strategy that aligns with your values, objectives, and risk tolerance.

Getting started involves understanding your values, researching ethical funds, and diversifying your portfolio. We can provide personalised guidance throughout this process.

Yes, this type of investing can reduce risk by avoiding companies with poor ESG practices, which may face regulatory fines or reputational damage. Our financial planners in Melbourne can help you incorporate these types of investments into a balanced risk management strategy.

Balancing ethical considerations with financial returns involves careful selection of investments that meet both criteria. We are experienced in striking this balance in your investment portfolio.

Examples may include companies with strong environmental policies, those contributing to social welfare, or funds excluding harmful industries. Our financial planners in Melbourne can provide a comprehensive list of options.

Monitoring the ethical impact of investments can involve tracking ESG reports, company news, and other public data. As your trusted financial advisors in Melbourne, we provide regular updates on your portfolio and its societal impact.

This area of investing is a growing field that allows investors to align their portfolios with their personal values. Our team is ready to help you navigate this rewarding aspect of modern investing.

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ActOn Wealth is a privately owned boutique financial planning firm in Melbourne. Our number one focus is our clients. We strive to provide an exceptional service to help you achieve financial security and prosperity.
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