Would You Like an Easier Life?
So, would you like an easier life? If the answer is yes, the solution may not be cutting back your caseload or stepping away from challenging matters. Instead, it may be creating a financial structure that supports your ambitions without draining your energy.
Can you invest to make the world better and still retire?
If you’re curious about aligning your investments with your values, without compromising the comfort of your future lifestyle, speak to a financial adviser who can accommodate your ESG-aligned values.
What Are You Too Busy to Think About
What are you too busy to think about? And what could change if you took one persistent burden off your plate?
Philippa Hann announced as new CEO
We recently announced the appointment of Philippa Hann as our new Chief Executive Officer, which will be effective from April 2025, subject to regulatory approval. This tactical leadership transition is set to guide us into our next phase of growth and innovation. In March 2019, we transitioned to employee ownership – a move that has […]
Summary of our 2023 Impact Report
We’ve made it our vision to profoundly impact the lives of clients and we want to redefine what great financial planning means. Our 2023 Impact Report has just been released and part of this is our 2023 B Corp score, which shows the progress we have made since 2019. Below is a breakdown of our […]
An introduction to shareholder engagement
Can sustainable investment lead to positive changes by global corporations? For many people, investing their wealth is a key tool for achieving their goals in life, be that living comfortably, having a good retirement, or helping the next generation get started. But as they do this, people often tell us that they want to choose […]
Impact Investing
What is impact investing? Impact investing is an exciting new approach for investors who want to generate positive, social and environmental impact as well as financial returns. The intention is to use the allocation of capital to make our world a better place to live. How does impact investing work? The impact investment market provides […]
Proud to B.
Proud to be Certified ‘B’ Corporation Business We believe that society’s most challenging problems cannot be solved by government and nonprofits alone By harnessing the power of business, B Corporation businesses or ‘B Corps™’ as they are most frequently referred to, use profits and growth as a means to a greater end: positive impact for […]