Ethical Investing

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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

alliedwealth
Allied Wealth-team-Jonah Sukkar

Chris Rae

AdvDip FS (FP), SSA®, MCIFAA, PIFA
Founding Director and Principal Financial Advisor

Chris Rae has been working in the financial services industry for over 22 years and established Allied Wealth in 2020 to provide his clients with tailored unbiased financial advice.

Chris is a former director of the Profession of Independent Financial Advisers and has extensive experience in running boutique financial planning offices


Greg Barter

CFP®, BSc, Dip FP

Director and Principal Financial Advisor

Greg Barter has been working as an advisor in the financial services industry for over 23 years and joined Allied Wealth in 2022 to pursue his desire to provide independent boutique financial planning advice.

Greg has over eight years expertise in key investment decisions, serving as a voting member on the investment committee for one of Australia’s largest managed discretionary accounts. His clients are a combination of individuals, not-for-profit and corporations. In addition to being a principal advisor for Allied Wealth he also Chairs the Allied Wealth Investment and Asset Allocation Committee.


Jessica Brizuela

CFP®, MAppFin, Bcom

Director and Principal Financial Advisor

Jessica Brizuela has been working in the financial services industry for over 17 years and joined Allied Wealth in 2022 to focus on delivering unbiased advice to clients, where product conflict is not part of the advice process. Jessica believes that clients deserve to receive genuine independent advice as it builds a stronger long-term relationship with her clients.


David O’Hara

BSc, MAppFin, CFP®
Principal Financial Advisor

David O’Hara commenced working as a financial advisor in 1997. With over 25 years of experience and a strong educational foundation, David has joined Allied Wealth in 2023 to be able to provide clients with independent financial advice.


Jonah Sukkar

BCom (Prof Accg), GradDipFinPlan, JP, MCIFAA
Principal Financial Advisor

Jonah Sukkar has been immersed in the financial services industry since 2015, initially collaborating with the directors of Allied Wealth before officially joining the firm in 2024. Motivated by a desire to offer clients independent financial guidance devoid of conflicts of interest, Jonah remains dedicated to delivering personalized and impartial advice to individuals and families.


Testimonials

Cate T

The financial advisor at Allied Wealth has been my financial advisor for a considerable period of time. I have always much appreciated their ability to understand my evolving financial requirements, their relevant advice and ability to translate the information given into well-researched and appropriately flexible solutions.

Ian P

We have dealt with Allied Wealth for several years and always found their financial advisor to be totally professional in all our dealings. Their follow-up on required information is immediate. We would recommend Allied Wealth to our family and friends

Kevin T

Our introduction to Allied Wealth has proven to be a successful decision for our future lifestyle. The prompt response and service provided by Allied Wealth has given us the confidence in our fund investments.

John H

We would highly recommend the team at Allied Wealth. We have known one of their advisors for over 20 years and our recommendation is based on their management of our portfolio, and the relationship we enjoy with the advisor as our financial advisor from Allied Wealth.

Lynne M

We chose Allied Wealth because they are INDEPENDENT FINANCIAL ADVISORS. We chose an advisor from Allied Wealth because they have vast experience as financial advisors and communicate exceptionally with us, their clients.

F.C.

As a person with only basic knowledge of the financial sector, I have been grateful over the years for the unfailingly timely and professional advice provided by the team at Allied Wealth. In particular, I have appreciated the personal touch which a small but highly professional financial advice firm like Allied Wealth can bring to the relationship.

Hayley K

Financial advisors certainly walk with us through our challenging transitions - growing families, retirement and ageing, widowhood. In our case, the uncertainty of cancer has been the most challenging transition. So many what ifs. I thank my surgeon and oncologist for my life but I thank the financial advisor from Allied Wealth for easing our financial anxieties and helping us make decisions. The advisor held steady when everything else was rocky - or burnt.

John L.

Allied Wealth became my personal superannuation financial advisor. I cannot speak highly enough of them. Professional, knowledgeable, explanatory of circumstances, issues and concepts. They guided me and my financial situation though all the ups and downs of these past 8 years.

Merle G.

Allied Wealth takes the time to understand my specific needs and goals, and then creates a personalized plan that is tailored to my individual situation. They are also great at explaining complex financial concepts in a way that is easy to understand, which is something I really appreciate.

Alex M.

Allied Wealth has advised me for over 5 years. They have helped me structure my superannuation and other affairs tax efficiently while ensuring my estate planning met my objectives. They found low fee investments which achieve good returns.

RM

I’ve been working with Allied Wealth since 2020.  Allied Wealth’s ability to be completely independent and provide advice in my best interests (rather than their own) whilst working in tandem with my other advisers has resulted in an outcome that I’m very happy with.

Joe

We are excited to be working with Allied Wealth as it ensures our continued partnership with a trusted team. The team at Allied Wealth has managed our affairs for many years and we have been extremely happy with their expert and dedicated service at all times.

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.

Book a meeting

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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