Same Investments with Lower Costs... Speak with us today Providing ongoing Portfolio Management Services
in an Ethical manner for our global clients
How to reduce paying tax on your investments if you are returning to Australia… Find out more... Sustainable Investments for today...
and for the future.
Speak with us today We provide advice and services for investing in a sustainable and ethical manner.
What is the real cost of investing...? SPEAK WITH US TODAY Ask our consultants how to minimise the ongoing costs… Full Transparency
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Complaints Resolution Service

Have you suffered a financial loss due to mismanagement of your Offshore portfolio or policy?

Our Complaints Resolution Service may be able to assist you in gaining financial compensation.

No Win = No Cost

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Reducing your Investment Costs… more money stays in your pocket

Can you hold the same investments but with lower costs?

Find out how we can reduce your costs and put more of the fund performance in your pocket..!!

Savings plans

A Regular Savings Plan… or A Savings Trap

Read this article before you commit yourself to locking into what could be a very expensive, inflexible savings product…
Know the facts and your options BEFORE you sign up for a Contractual Savings Plan policy.

Future Investment Calculator

See how much your lump sum or regular savings investments might be worth in the future.

 

See how your money could grow under different circumstances.
Enter a lump sum or a monthly amount into the calculator below and find out how much it might be worth in the future.

 

This calculator is purely for illustration purposes only and does not constitute advice or guarantee amounts.

Sustainable Ethical Allocation Portfolios

As part of our Portfolio Management Service we offer guidance on the management of 2 different risk controlled, diversified model portfolios, as well as a low cost Index ETF portfolio.


 

With interest rates trending lower, downward pressure on dividends and equity market uncertainty ahead, investors are becoming increasingly attracted to the benefits of structured products.

 

**New**  Structured Note Investments available now

 

Santander Tech Majors Income Note – 12.80%pa

 

Goldman Sachs 100% Capital Protected Autocall – 10.15%pa

 

Natixis 60/60 Memory Income – 8.60%pa

 

BBVA 60-60-90 Low Trigger Memory Monthly Income – 15.00%pa

 

Plus a minimum 1% commission rebate for clients that invest via Ethical Offshore Investments

Click here for details on our special commission rebate and details of these and other Structured Notes currently available.

Features

The latest news relating to Investments, Taxation, Retirement and Regulatory Changes.

Wall street - Trust net

What the Democratic midterm sweep means for markets

The true impact of these results will be felt over the coming weeks, months and remaining two years of US president Donald Trump’s term in office.

Why a high quality, diversified portfolio is so important in times of uncertainty.

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Space: Investing beyond terrestrial constraints

The SpaceX IPO has brought this structural shift into sharper focus.

We share this article from specialist research-driven investment company, Polar Capital.

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What’s the Q3 Outlook for the FTSE 100?

UK stock and bond investors face political uncertainty again as FTSE companies clarify the impact of the Iran war on their earnings.

Speak with Ethical Offshore Investments to see how you can get access to the UK market in a cost effective way.

Australian property tax break - pic 1

Future Focus: One of the most generous tax breaks in Australia

With the end of the Financial Year for Australian tax payers almost here, are Aussie ExPats with property back home, aware of this significant tax break..??

This Morningstar Australia article may save you thousands of dollars in tax.

Investment scam feature - phone

The most common investment scam investors fall for

A ‘cloned’ financial institution scam is one of the most convincing types of fraud. Every year, people lose life-changing sums to these scams, and the consequences can be devastating

Speak with us to see how you can easily avoid these scammers.

SpaceX - index funds

The SpaceX IPO: How Index Funds Are Adapting

Mega-IPOs force index providers into tough choices….. resulting in Index providers bending the rules.

But do they have a choice…??

Let’s see how much impact SpaceX will really have with index fund weightings (you may be surprised)….

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We’re inching back to the 1970s, warns former Fed president James Bullard

“We need to remember now that fiscal discipline actually pays off in the medium and long term,” he said.

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Emerging markets are not what they used to be – and neither should their allocation

Emerging Market companies now offer critical and often irreplaceable technology.

Speak with Ethical Offshore Investments and see the various options you have in getting exposure to this economic growth story

We provide ongoing professional investment management services for our global clients

Sustainable Investing using Ethical Business Practices. Let our experienced consultants speak to you about a personalised plan to:

  • Implement a flexible, personalised wealth management strategy
  • Reduce your investment costs so more of your money stays in your pocket
  • Avoid costly and inflexible structures
  • Receive personal communication from your dedicated consultant to ensure that your goals & financial objectives are being met
Ethical Offshore Investments

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