We started Ethical Wealth Partners in 2019 with the sole goal of providing outstanding service for our clients. After more than fifteen years in large corporate practice, I wanted to provide my clients with the flexibility to tailor all aspects of their financial planning strategy to suit their needs.
Since then, I have strived to refine and improve the experience for my clients. Your life is busy and complex. I cut through the noise and distil the information you need to know, helping you make informed decisions.
The world is changing. Now, more than ever, individual investors have the power to affect change through their investment decisions and I want to be at the forefront of the positive move towards ethical and sustainable investing.
As a member of the Ethical Advisor’s Co-operative and the Responsible Investment Association of Australasia, I’m here to discuss how you can align your investment options with your personal values.
What makes Ethical Wealth Partners different?
I want to make your life easier through sound financial advice that is more than numbers on a page. Financial planning and goal-setting is an ever-changing and lifelong endeavour that requires a strong relationship between you and your financial adviser. That’s why understanding you, your needs and goals is central to everything I do.
Put simply, I’m here to make financial planning easy for my clients. I use my comprehensive understanding of investment strategy, risk analysis and your personal circumstances to work towards achieving your long-term goals.
I am absolutely satisfied with Michael's advice and assistance. He is truly interested in my needs and circumstances. I feel very confident with the way he handles my financial affairs and the guidance he provides. I am also very comfortable asking questions and expressing my opinion. I cannot thank him enough for his assistance and will gladly recommend his services to anyone.
Michael has been my adviser for over a decade. He has an asute understanding of investment markets and understanding different levels of risk. He has provided sound and clear advice which has led to a downward risking on my investment portfolio. My trust in Michael led to me following him when he changed employer. I thoroughly recommend him to others as a wise adviser
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2004
- Years of experience 19
- Master of Applied Finance and Investment
Partnership WealthLevel 15, 111 St Georges Terrace
Perth, WA 6000
- 8:00am – 5:00pm Monday – Friday
Synchron Advice Pty Ltd