THE ethical financial advice specialist for pre-retiree professionals and business owners who want to invest responsibly.
Novo Wealth specialises in the transition from working life into your next stage and ageing well.
Novo Wealth founder Paul Garner is a Certified Financial Planner® Professional with high level experience from his time at a ‘big 4’ Australian bank and boutique planning practice. Wanting to move beyond this [corporate] environment and offer clients more, he started Novo to deliver genuinely tailored wealth advisory services, with a focus on responsible investing. Paul is also a ‘real person’ – a husband, dad, musician, footy-lover – who realised ethical investment needed greater recognition – and to be seen as more than an afterthought or token gesture in 21st century financial planning, given the world his [and everyone else’s] kids were growing up in.
Novo [meaning to change, reinvent, refresh in Latin] prioritises its product and sector selection around responsible investing with individually structured planning. Paul understands that each client’s position and lifestyle is different, be they just starting out, or looking for a kick along as they near retirement. Paul will design each client a specialised program to build wealth, protect that wealth and enable that wealth to potentially ‘go on giving’ indefinitely. High quality responsible investing encourages great corporate behaviour and outcomes that benefit people and our planet - without compromising wealth creation and performance. Truly a win-win-win-win...
Futuro Financial Services Pty Ltd is an adviser community specifically catering for client focused, professional, Advice Business Owners. Futuro is not majority owned by a bank or large financial institution. Futuro aligned planners are engaged in rewarding relationships in a community of like-minded peers.
A selection of over 400 investment products sourced from over 40 fund managers and 9 life insurance companies is available for authorised representatives to choose from. This selection of well-researched products enables Futuro representatives to provide clients with a choice of Australia's leading financial products.
Futuro's ultimate strength is the professionalism and expertise of its authorised representatives. The development of a strong identity in the marketplace is augmented by high professional standards.
Futuro's authorised representatives provide clients with personalised one-to-one financial planning advice, providing tailored solutions, which meet clients' needs. Working in partnership, clients are provided with regular and ongoing contact and review of their portfolio.
The Responsible Investment Certification Program helps investors by providing standardised and consistent information about certified responsible investment products, services and policies.
The Certification Symbol signifies that an investment product, service or policy takes environmental, social, governance or ethical considerations into account along with financial returns.
Novo Wealth has been certified by RIAA according to the strict disclosure practices required under the Responsible Investment Certification Program.
See www.responsibleinvestment.org for details.