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Ethical Investing

  • Creating an investment portfolio focused on ethical, sustainable and environmentally friendly companies.
  • Ensuring your investments reflect your values, without compromising your retirement.

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Ethical Investments in Perth

A growing concern for investors is the impact investing has on the environment, economy and broader world around them. Many of our clients are interested to know the environmental sustainability and social practices of the companies they invest in, as well as their ethics.

For this reason, Oak Advisory has developed a specialty in ethical, sustainable and environmentally-friendly investing. We help clients pursue ethical investments, without unduly compromising their investment or retirement goals.

How to Invest Ethically

As one of the leading ethical investment companies in Perth, we can provide our clients with the tools and advice they need to make the most informed decisions. For clients looking to make ethical investments, the choice does not need to be between profitability and sustainability. Many burgeoning industries, such as renewable energy, have experienced astonishing growth in recent years, while companies around the globe trend towards sustainable practices. Ethical investing can be done inside and outside of superannuation, so it’s accessible for all clients.

Independent Ethical Investment

To make sure your investments are truly ethical and not just a green-washed offering of a major corporation, it’s important to seek out an independent financial adviser. Whereas most financial advisers make money through commissions from banks and other financial institutions, our independent financial advisers do not take commission from their services as a policy.

Oak Advisory is one of only few truly independent financial advisers specialising in ethical investments in Perth, Western Australia. To set up an appointment to discuss ethical investing, contact us today.

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