Profiting from the sale of tobacco products, weapons, fossil fuel production or gambling is not something that would sit comfortably with many of people, yet the reality is that sitting within the superannuation and investment assets of many Australians will be investments in industries that are inconsistent with their personal ethics or values.
In these enlightened times, more and more people are realising that it is possible to invest in ways that are consistent with their personal values, social and environmental concerns without sacrificing long-term returns. We are seeking out better ways to invest, to generate strong returns, but also to avoid doing harm.
At Cherry Tree Financial Planning we believe that responsible investments and sound financial returns don’t have to be mutually exclusive.
While our financial advisory services are wide-ranging, we’re passionate about responsible investing and developing effective strategies that align with our client’s personal values as well as their investment goals.
To find out more about our approach to responsible investing, please contact us.