November marks our 2 year anniversary for our Sustainable Ethical Allocation Portfolios……. so how have these portfolios held up against other multi-asset, diversified strategies…..
Keeping your investment head…… while others are losing theirs.
Why it is so important to invest in quality………
As part of our Portfolio Management Service we offer guidance on the management of 3 different risk controlled, diversified model portfolios.
Find out how the portfolios have performed
Plus a minimum 1% commission rebate for clients that invest via Ethical Offshore Investments
The latest news relating to Investments, Taxation, Retirement and Regulatory Changes.
Pay Less Tax on your investments… Take advantage of Global Investment Products to reduce, or even eliminate Australian tax on your investment portfolio. All this while still having full control of your invested assets.
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.
The obvious question that needs to be asked is if there are no fees or charges, how then are advisers, consultants, brokers getting paid?
As part of our Ethical approach in doing business, we ensure that potential clients are fully informed of the charges that they will be subject to……. We advocate Full Transparency.
A situation that we work very closely with clients is that of their investment timeframe. When investing in growth funds and portfolios such as the Sustainable Ethical Allocations, investors need to make sure that they have a suitable timeframe.
While our Sustainable Ethical Allocation Portfolios have been able to perform better than the general markets, this first quarter of 2020 has seen portfolio values reduce. But does this now present itself as an opportunity to take advantage of the current market situation?
ESG – Environmental, Social and Governance refers to the three central factors in measuring the sustainability and societal impact of an investment in a company or business.
SRI or social investment is any investment strategy which seeks to consider both financial return and social/environmental good to bring about social change regarded as positive by proponents.
Includes analysis and reports
With all of this turmoil & negativity this year, Global Discovery is up 35% for 2020…… read how the earlier turmoil resulted in opportunity.
Read the Top 5 reasons to use our preferred International Investment Platform: Low Cost & Transparency, Investment Range, Multiple Currencies, Safety & Security and Financial Strength.
A bumper year of events ahead promoting sustainable investment
Asset allocation ideas to help position your portfolio for the challenges and opportunities ahead. Effective strategies to navigate this environment may include diversifying risk, going long duration, and overweighting emerging markets.
Sustainable Investing using Ethical Business Practices. Let our experienced consultants speak to you about a personalised plan to:
Looking for a Financial Advisor who can guide your through the steps needed to secure your future? We are ready to help…
