We are a financial advice group specialising in Ethical Investment. Our clients wish to reflect their ethical concerns with their investments. We are also fund managers providing ethical investment products within Ethical Advisers Funds Management Pty Ltd www.ethicalsma.com.au
Our Group, Ethical Investment Advisers Pty Ltd has advisers across Australia and we are one of the largest Ethical Investment Financial Planning specialist groups. Our investors seek opportunities in social and environmentally postiive investment that provides social impact as well as strong investment returns. We actively advocate and engage on behalf of our clients for positive planet solutions.
Our needs for our self-managed super fund are relatively simple and Louise has consistently given us clear advice based on our agreed parameters. Louise is a good listener and she is able to frame conversations in a way that make it easy for us. Our portfolio performance has consistently reflected the good advice we have had from the beginning of our planning with Terry, and Louise has carried that on for us.
We were referred to Louise when our previous financial advisor cut down his workload on the way to retirement. She manages our SMSF on our behalf and is very proactive in suggesting changes to our investments, setting strategy, buying and selling assets on our behalf and keeping us up to date with the market. She is also great at keeping us up to date with the complex regulatory paperwork that is such a headache. She specialises in ethical investment and has a great understanding of our ethical framework and we discuss issues of ethics along with the pure financial issues, so we feel confident that we are not investing in anything damaging to people or the planet as we save for our retirement.
a useful and valued relationshlp
My wife and I have engaged Louise Edkins to help direct and administer our self managed superannuation fund. Whilst I do keep abreast of the movements and trends in the financial sphere, I find that I don't need to second guess her recommendations. Her advice is always reliable and accessible, her fees are completely transparent and reasonable. Our engagement with Louise currently stands at three years and we have developed a very high level of confidence in her expertise and practice. We are very happy to highly recommend Louise.
Louise has been my financial adviser for well over twenty years. What surprised me the most when I first met Louise, was the broad spectrum of investment of opportunities that Louise put to me. I was not to sure what to expect from an Ethical Investment Adviser, I was half expecting to be buying shares in a mung bean co-op on the outskirts of Hippyville. However that was not the case and I had a full range of options on what to invest in. In all, Louises advise has been sound and well explained I strongly recommend her to anyone who is looking to put together an investment portfolio . My only regret is that I did not start a lot sooner. Stephen Powley
- Adviser status Gold
- Number of reviews 11
- First year providing advice 1984
- Years of experience 39
- Certified Financial Planner (CFP)
Ethical Investment Advisers Pty LtdLevel 1, 1 Enogerra Terrace
Red Hill, QLD 4059
- In person
- Video call
Ethical Investment Advisers Pty Ltd