Ethical Investing

In the current financial climate, ethical investing has taken centre stage. At Allied Wealth, we recognise the significance of investing in a sustainable and responsible manner and our experienced independent financial advisors are here to help on your ethical investment journey, we can also help you with retirement planning and independent superannuation advice!

What is Ethical Investing?

Ethical investing, also known as socially responsible investing, is an approach that prioritises more than just financial returns. It focuses on channelling your funds into projects, companies, and assets that align with your personal values and ethical beliefs. These investments span various sectors, including green energy, sustainable agriculture, fair labour practices, and companies with strong social responsibility initiatives. The fundamental goal is to create a positive impact on society, the environment, and corporate governance while potentially achieving favourable financial returns.

How Can Allied Wealth Help You Ethically Invest?

Allied Wealth stands as your trusted partner in the realm of ethical investing in Australia. Our dedicated team of ethical investing financial advisors is well-versed in the intricacies of ethical investment options, we offer expert guidance, personalised strategies, and access to a diverse range of ethical investments, allowing you to tailor your portfolio to reflect your values and financial goals.

Our ethical investing advisory services include:

Defining Your Ethical Objectives
We work with you to understand your unique ethical priorities and financial goals, ensuring your investments align with your values.
Identifying Suitable Investments
Our team helps you navigate the vast landscape of ethical investment options, identifying opportunities that resonate with your beliefs.

Constructing a Diversified Portfolio
We assist in constructing a diversified portfolio of ethical investments, spreading risk and maximising potential returns.

What Should I Consider When Choosing an Ethical Investment?

Selecting ethical investments demands careful consideration, and there are some important factors to keep in mind. Here are some of the considerations our team at Allied Wealth think you should consider when looking into ethical investment.
  • Align with Your Values: Ensure that your chosen investments align with your personal values and ethical priorities. Consider the causes and issues that matter most to you.

  • Sustainability: Examine the long-term sustainability and impact of the investment. Ethical investments should contribute positively to society and the environment.

  • Financial Performance: Evaluate the historical and projected financial performance of the investment. While ethics are important, it's also essential that the investment meets your financial goals.

  • Diversification: Diversify your ethical investment portfolio to manage risk effectively. This strategy spreads your investments across various assets and sectors, reducing vulnerability to market fluctuations.
At Allied Wealth, we're here to guide you through the intricate world of ethical investing. Make a difference with your investments while safeguarding your financial future. Reach out to our ethical investing financial advisors to explore ethical investment options, superannuation advice, retirement planning, and a wide range of other financial advisory services. Together, we can create a more sustainable and responsible financial future.

Meet the team


Ethical Investment FAQs

Investing ethically in Australia involves channelling your funds into assets, projects, or companies that prioritise sustainability, social responsibility, and environmental impact. This commitment balances financial profit with ethical values, reflecting a dedication to making a positive impact on society and the planet.
One prevalent example of an ethical investment is directing your capital toward renewable energy projects. These initiatives harness clean and sustainable energy sources like solar or wind power, reducing reliance on fossil fuels and combating climate change. Ethical investments in renewable energy contribute to a greener future and promote environmentally responsible practices.
Independent financial advice is advice that is unbiased, has no conflicts or other relationships that may impact providing financial advice services to you.
No, there are approximately 16,000 financial advisers in Australia with less than 100 classified as Independent Financial Advisers
An Independent financial adviser isn’t beholden to any other larger institutions or fund managers, they run their own business and they are not influenced in any way to push a particular product or platform.A non-independent financial adviser is generally employed by a large industry player with a large number of advisers operating under a dealers licence. They also have a limited product range, and those advisers are either required or encouraged to use that product range for the clients that they see. This is quite common as the licensee receives commissions and/or kick-backs from the products that the adviser recommends.
The use of the word ‘Independent’ is enshrined within the Corporations Act and says that financial advisers can only use this term if they meet the following standards:• Must not receive commissions from a product issuer • Must not charge forms of remuneration calculated on the volume of business (a legal way of saying ‘don’t charge percentage-based fees’) • Must not accept gifts from a product issuer that might influence them • Must not have any additional product restrictions imposed on them by their AFSL (another legal way of saying you can’t have a restricted list of investments that you advise on) • Must not have any association with either a financial product or a financial product issuer.
The recent royal commission into the banking system has highlighted that the financial planning industry is littered with conflicts of interest and general self-interest. We believe financial advice providers should hold themselves to a higher standard that the minimum standards within legislation. Consumers have the right to know if the financial advice they receive is truly independent or whether it’s been influenced by other factors. Knowing this information may affect the choice of a financial product.
All three Principal Financial Advisers Chris Rae, Greg Barter and Jess Brizuela are equal shareholders and directors of Allied Wealth.
We are an Independent Financial Advice provider and have no conflicts or other relationships that may impact our Independence in providing financial advice.
We typically charge a fixed fee for twelve months service, charged in monthly instalments and is the only remuneration we receive. Our minimum fee for a twelve-month agreement is charged at $550 per month (inclusive of GST) and is generally tax deductible. Please note that your individual circumstances derive the fixed fee.
Our fixed fee will include the cost of preparing advice for you so there will be no additional charges once you have engaged us for a twelve-month period.
No, given we do not charge asset-based fees, there is no minimum amount required to engage our services.
Yes, we mostly engage our clients on holistic basis to ensure a more comprehensive service.
Yes, as part of discussing your preferred investment style, we will offer an ethical screening option.

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We would love to help everyone. However, based on our highly personalised approach, our clients are generally: high income earners, pre-retirees, self-funded retirees, business owners and people with lump sums or large savings.

If you are a Corporation or Not-for-profit, please click here.
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