Elevate your financial future, ethically
We provide premium, values-driven financial advice to select clients in Adelaide and across Australia, including women often overlooked by traditional financial services. Our mission is to guide you on an ethical path to financial independence while making a positive impact on the world.
Exclusive responsible financial planning.
Elevate your financial future, ethically
We provide premium, values-driven financial advice to select clients in Adelaide and across Australia, including women often overlooked by traditional financial services. Our mission is to guide you on an ethical path to financial independence while making a positive impact on the world.
Welcome to a New Era of Financial Planning
At Novo Wealth, we’re redefining what it means to build prosperity. Our approach combines financial expertise with a deep commitment to ethical practices, creating a path to wealth that aligns with your values and contributes to a better world.
Your Financial Future, Ethically Crafted
Imagine growing your wealth whilst making a positive impact on the world. With Novo Wealth, this isn’t just a dream— it’s our mission. We offer:
Our ethical approach
Sustainable Portfolio Construction
We build portfolios that prioritise companies with strong environmental, social, and governance (ESG) practices.
Impact Investing
Identify opportunities that generate measurable social and environmental impact alongside financial returns.
Ethical Screening
Rigorous assessment to ensure investments align with your personal values and ethical standards.
Regular progress check
Regular progress checks of your strategy to maintain alignment with both your financial goals and ethical considerations.
Why Choose Novo Wealth?
- Expertise You Can Trust: Led by Paul Garner, our team brings decades of experience in ethical financial planning.
- Inclusive Excellence: We specialise in serving clients often overlooked by traditional finance – women are often overlooked in the financial world…
- Personalised Service: We take the time to understand your unique values, goals and financial situation.
- Innovative Solutions: Stay ahead with our cutting-edge approach to ethical investing and financial planning
Our Commitment to You
At Novo Wealth, we’re more than just financial advisers. We’re your partners in creating a prosperous future that aligns with your values. Our commitment includes:
- Transparency in all our dealings
- Regular communication and updates on your strategy
- Ongoing education on life matters – Physical health, inner health, relationship and career health
- A dedicated team to guide your strategy
Our Team
Meet Paul
My name is Paul Garner and as a financial adviser I believe my role is to help you build a financial path forward, cope with change and have your back along the way.
I have a broad range of life experience, qualifications and access to a wide range of subject experts. Together they ensure I can innovate, guide, coach, teach and bring an international perspective to my ethical financial advice.
Meet James
In childhood James was the self-appointed household savings monitor thanks to a “Money Tree” hanging in the family kitchen (which was a plastic holder to stack 100 $1 coins).Since then, James has had a special interest in personal finance and planning. This led to a degree from the University of Adelaide in Finance (International) and a career in financial services that seeks to understand each client’s “why” and to tailor relevant solutions.
Ready to Align Your Wealth with Your Values?
Take the first step towards ethical financial independence. Schedule a consultation with our team and discover how we can help you build a prosperous future that makes a difference.
.
