Our Promise:
Better For You, Better For Everyone

 

We will always give unbiased, whole-of-market investment advice, based on your needs and a commitment to sustainable investing. Our goal is to provide the best investment planning for you, which helps contribute to a better world.

 

HOW WE WORK

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1. The introduction

A no obligation chat at our expense, whether you prefer to talk in person or over video call. This will include a transparent conversation about the approach we take and the fees that we charge.

2. Your sustainability priorities

We ask questions to assess what ESG issues matter the most to you and how you want these reflected in your investment choices:

  • Is your focus climate change, equality, human rights, or corporate governance?

  • Is your preference for an investment fund that screens for companies with high or low ESG scores? Or do you want to focus on a strategy centred around impact investing?

3. Your financial ambitions

Next, we find out more about your financial goals.

  • What time horizon are you investing for?

  • Is your priority retirement income, capital appreciation or legacy planning for your children or grandchildren?

4. Building your sustainability portfolio

Finally, we find a portfolio which matches your financial and sustainability profile.

We work with experienced investors to deliver managed investment portfolios which meet your requirements.

Each asset manager has their own approach to assessing ESG, but all of them have sustainable investing at their heart, giving you confidence in how your capital is invested.

Model portfolios

At Better World Financial Planning, we use model portfolios from investment managers who have built strong track records, each with their own criteria for assessing sustainable investments. Here is just a selection of the asset managers who create the model portfolios we recommend to clients: