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Ethical Advisers' Blog

The Rich Greenie

30/7/2019

 
Picture
Change the world and live a happier, less stressful life.
​
What if our actions to save the planet required no sacrifices, made financial sense, and, even better, contributed to us leading brilliant, happy lives?

This would change the world.

The purpose of this book is to make you rich, with enough money to finance the best life you can imagine; rich in time, quality, dreams and meaning; rich in making a difference to the problems facing the world. Together we will examine five topics that will assist in financing your brilliant life, helping to change the world:
  • Work less for more;
  • Avoid money mistakes that hurt you and the world;
  • Spend to be rich;
  • Change the world with your money;
  • Live the perfect, green retirement.

With action in these five areas customised to your dreams, passions and ambitions, you and your family can be a shining example of success for others to envy and emulate. Positive outcomes for you, your family and the planet. No sacrifices required. Get started and make it happen!
​
Order the book or find out more at richgreenie.com

Media Release

3/6/2019

 
Super industry failing to meet members’ ethical demands

Super funds are performing poorly when it comes to providing high-quality, ethical and sustainability investment options.

This was the principal finding from a survey of advisers, to be launched on a new ratings site by the Ethical Adviser’s Cooperative (EAC) this Wednesday, 5 June.
read more

The Year in Review - 2018

21/3/2019

 
ETHICAL ADVISERS’ CO-OPERATIVE – WHAT WE HAVE ACHIEVED

  • The Ethical Advisers Co-operative Australia represents 34 financial advisers across Australia with over 3,500 clients/investors.
 
  • The Ethical Advisers’ Co-operative (EAC) Funds under management report compiled March 2019.  Ethically screened funds under management rose 34% over the last calendar year to  $1.764 billion by EAC members. 
 
  • Greenwash Gong Award 2018 AMP Responsible Investment Leaders Products for broad definitions on ethical screening.
 
  • Ethical Fund manager engagement Webinars – 9 Webinars.
 
  • NGO engagement – Market Forces and ACCR.  Shareholder campaigns assistance with our clients – Whitehaven Coal, Qantas, Santos, QBE, Origin Energy and IAG.
 
  • Royal Banking Commission submission on transparency, disclosure and ethics screening.
 
  • Engaged with fund managers on disclosure of holdings, fossil fuel screens.
 
  • EAC speaker at Morningstar adviser education event on ESG and client relationships
 
  • RIAA Benchmarking Report participation and inclusion August 2018.
 
  • 5th Annual Ethical Investment Week  “A World of Choice” October 2018 with 7 community events in 4 states, radio, interviews, social media and videos.  Exclusive distribution rights Movie Event – Jeff Bridges “Living in Futures Past”.
 
2019 PLANS IN PLACE

  • Ongoing education articles and training education to the financial planning sector on Ethics and Ethical Investment via KAPLAN education
 
  • Speaking events via FPA Australia on Ethical Investment and Ethics
 
  • Ratings for Responsible Investment Products 

Ethical Financial Advice

28/11/2018

 
Terry Pinnell
Ethical Investment Advisers

In the Banking Royal Commission Ken Henry of the NAB said that the capitalism is about “businesses have no responsibility other than to maximise profits to shareholders.’’

Over the years when I have talked with Trustees of supers and fund managers they have all told me that boards should be focused on the maximisation of profits for shareholders.

In the Banking Royal Commission it appears that Rowena Orr is suggesting to the banks that profit shouldn’t come at the expense of mistreated customers. The argument probably would run that by ripping off customers the short-term interests of shareholders are considered, but possibly not in the long-term interests.

But it appears that the banks did not put their customers before profits and certainly not before bonuses. For the banks customers are seen cash cows to pay shareholder profits, rather than the customer being the focus of good products and service.
 

Read More
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© Ethical Advisers' Co-operative Limited 2023

The Ethical Advisers' Co-op acknowledge the Traditional Custodians of the lands on which we work and live, the Aboriginal and Torres Straight Islander people of Australia, and pay our respect to the Elders past, present and emerging. We recognise and respect their cultural heritage, beliefs and relationship with the land and waters, and recognise their role in caring for and maintaining the land over thousands of years. We also extend that respect to other First Nations. We see reconciliation as a fundamental responsibility for The Ethical Advisers' Co-op and we are committed to advancing reconciliation with Australia’s First Peoples and engaging with their concerns.

We acknowledge and pay our respects to Māori as the tangata whenua the indigenous people of Aoteroa (New Zealand) and their ancestors who have cared for the whenua (land), its forests, rivers, and mountains for generations. We recognise their continuing connection and contribution to the whenua, and as Treaty of Waitangi partners and we are committed to building respectful relationships with Māori communities and to working towards a more just and equitable society.

As ethical financial advisors, we commit to building respectful relationships with Indigenous communities, working towards economic empowerment and self-determination, and supporting the financial well-being of all Australians and New Zealanders. We recognise that ethical financial advice creates positive change and contributes to a sustainable future, and we are committed to using our skills and expertise to make a difference.

​The contents of this website are intended as general advice only.  The information provided by the Ethical Advisers Co-operative do not account for any individual’s personal objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice.  The Ethical Advisers Co-operative recommends all users obtain their own independent professional advice from an appropriately qualified financial adviser before making any decision relating to their particular requirements or circumstances. Investing in, or switching between investments or superannuation funds may have unintended financial consequences. 
 
The survey results, and all information contained in this website including all documents, consider only the ethics of each fund and do not include any analysis of fees, performance or financial suitability. The ethical score is subjective and benchmarked against each adviser’s average ethical client. Your ethics may differ. We recommend you speak to an experienced ethical financial adviser for personalised advice before making any decisions. The information provided by the Ethical Advisers Co-operative does not constitute financial advice. The information is general in nature and is presented in order to inform people motivated by ethical, environmental or social concerns. 

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