Ethical Investing
Invest with your head and your heart
Ethical investing is a growing trend in Australia that allows investors to align their investment decisions with their values, balancing people, planet and profit. It’s not a one-size-fits-all approach. We take the time to understand your values, ethics and goals to build an investment portfolio designed for you.
Ethical investing that works for you
Apt Wealth’s experienced advisers can help you achieve your life and financial goals while also ensuring you have a positive impact on the world around you.
We can help you with:
Understanding the ethical investment landscape
Aligning your investments and your values
Crafting your ethical investment strategy
Avoiding common ethical investment pitfalls
Structuring your portfolio
Protecting and growing your wealth and your impact
Book a chat with an adviser
Our focus is on delivering financial advice that allows us to become your personal CFO. Your finances will be tailored to your needs, allowing you to concentrate on living the life you want. We’re privately owned and focus on providing the most transparent advice possible.
Ethical Investing FAQs
Common ethical investing questions answered
If you are considering sustainable investing, here are some answers to our most commonly asked questions to help you get started.
Is ethical investing an effective strategy?
There is certainly research out there that shows that SRIs can and have performed just as well as standard investments in many markets, so you won’t necessarily be sacrificing performance. But there are some things to consider before diving head first into a socially responsible investment strategy.
Why is it important to have geographical diversification in your investments?
When we talk about investment diversification, often people think about different asset classes or even different industries, but a critical one is geographical diversification. Essentially, this is about ensuring you have assets in different countries and regions across the world to minimise your exposure to one market. It also enables you to gain exposure to economies with different growth rates, from emerging markets to developed economies.
Latest ethical investing articles
Investing in 2024
Andrew Dunbar
Jan 08, 2024
At the start of the new year, many of us are thinking about our investment portfolios and whether we need to make any changes for the year ahead. With global...
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Ukraine: What geopolitical tensions mean for investors
Sarah Gonzales
Mar 09, 2022
Geopolitical risks arise when countries' interests collide, from trade tensions to climate change policy conflict and, as we are seeing right now, military conflict. These events generate uncertainty in economies...
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Three factors that will shape the future of ethical investing
Michelle Heffernan
Feb 16, 2022
Ethical or responsible investing is growing rapidly in the Australian market. The Responsible Investment Association of Australia reports growth of $298 billion in 2020, with ethical investments now accounting for...
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