Not a one size fits all
My point of difference is I will not take a “cookie cutter” approach to your ambitions. That means I won’t manipulate your concerns to steer you into easy, ready made investments, which may have hidden issues. For example, would you be surprised to find BHP in a socially responsible fund? That may be fine with your personal investing beliefs – but you deserve to be told these things.
How it works
As one of the organisers of South Australia’s Ethical Investment Week, I get to speak with thousands of ethical investors each year. It gives me a broad understanding of community expectation.
First I run through a defined process to understand your broad goals. Then I will outline various investment scenarios, to see which best suits your investment philosophy. We will talk about at your goals, one on one, and I hope that I will become your lifetime partner.
Novo Wealth uses ratings agencies to assess the performance of a company’s environmental, societal and governance scores. I can help you both with the right questions to ask, and the answers. For example, if you are considering one of the Big 4 banks and have concerns, I will outline issues such as bank salaries, gender diversity and institutions that lend to coal miners. Taking a positive approach, you may wish to examine areas such as the medical sector, which includes companies that are making a positive contribution to society. Other investors are clear that they wish to invest part of their financial resources in companies that allocate funds for research that will benefit humanity. All of this is possible.
Novo Wealth can set you up to invest in direct shares, funds, in fact the whole range of investments you would normally expect.