There are many options available but always remember – it’s your choice with ethical investment in and out of super. Some people choose to have 100% of their investments and retirement plans in ethical investments. Others choose a percentage, which they can easily change over time. Remember, ethical investments and ethical investment funds can provide returns comparable to normal investments.
As a professional adviser, I will assist you to build wealth with strategies to help you make the most of your finances and the time you have in the workforce. Novo Wealth will work with you to look at all aspects of your lifestyle, your goals and your needs. Consequently, we will develop strategies to invest responsibly and optimise your earning potential, and especially with ethical investment in super.
Your wealth creation strategy could involve setting clear short, medium and long-term goals. It might include putting together an easy-to-follow budget, then directing any surplus funds to an investment portfolio, utilising tactics to minimise tax and putting strategies in place to protect yourself and your family. The investment portfolio can be made to align with your ethical investment values and be in or outside of super.
So above all, this is underpinned by your desire “to do good”.
If ethical investment in super or general ethical investment interests you, please contact me to make an appointment at my offices in Kent Town, Adelaide, or over Skype or any other medium.