Where we stand on sustainability and ethical investing

Investing is not just about turning a profit and growing one’s nest egg. It can also be about building and thriving responsibly and sustainably.

According to research conducted by RIAA (Responsible Investment Association Australasia):

86% of Australians expect their super or other investments to be invested responsibly and ethically.

9 in 10 Australians feel it’s important that their financial institution invests responsibly and ethically across the board.

9 in 10 Australians believe it’s important that their financial adviser provides responsible or ethical options.

With that in mind, your adviser at SEA Financial Group will offer you access to a suite of investments and can tailor a portfolio that meets both your investment objectives and aligns with your core values. We endeavour to invest in companies that create positive social or environmental impact while still providing substantial financial gain for our valued clients.

If you wish to incorporate an element of ESG (Environmental, Social and Governance) investing into your strategy, we’ll apply several investment screens when constructing your portfolio, including screens for:

Environmental factors (Waste, Pollution, Non-Renewable Energy)

Social factors (Alcohol, Gambling and Tobacco)

Governance (Human and Labour Rights, Anti-Corruption and Diversity)

Who are our clients?

A common misconception is that only those close to retirement or those with a very healthy income seek financial advice. This couldn’t be further from the truth. Our clients come from a variety of backgrounds, ages and professions. We have long-term clients who:

Are just starting their career

Have young families

Have inherited money and need advice on how to invest it

Are business owners

Have a healthy income and are working hard to build the lifestyle they want

Need advice in relation to insurance

Want to make sure they will have enough money in their super to retire comfortably

Have had recent changes to their family circumstances such as divorce, marriage or the blending of families

Wish to retire early

Are approaching retirement

Need advice about aged care

Are already retired

We are the trusted advisers of several large, professional Sydney-based firms including accountants and solicitors, and we are proud to have long-term relationships with these clients.

Regardless of your age, wealth and stage of your career, your financial needs can be complex. Our clients often tell us that to get the most out of their money, seeking professional financial advice and working with our team has been the best investment they’ve made. Get in touch with us to find out more.

What our Clients say

  • I am a retiree who in a previous life was a school principal. In education they say a great teacher “affects eternity and no one can tell where their influence stops”.  Glenn Peers is a great financial planner. Since 2008 he has provided ongoing advice and a flexible financial plan that has provided my wife and I with financial security and has maximised the performance of our superannuation assets. 
    Glenn is always accessible, professional, down to earth, easy to talk to and has a genuine concern for our wellbeing. My wife has a long term disability and Glenn has been wonderful in providing specialised financial advice to assist in her management. This is an example of the expertise that Glenn provides in all areas of our affairs that maximises our outcomes. Clearly Glenn demonstrates “best practice” in his role as a financial planner.
    - Garry & Marion B.
    Glenn has been our financial adviser since 2017 and we couldn't be happier with his advice and service. Like a lot of Australians, we had a multitude of superannuation funds, insurance policies and investment accounts. Glenn listened to us, assessed our investment risks, and presented us with a strategy to consolidate our investments into a self-managed superannuation fund. Glenn is very patient, and great at explaining concepts in layman's terms. He provides us with regular investment updates by email and we also meet him once or twice a year to review our investments and make adjustments as necessary. We couldn't recommend Glenn highly enough.
    - Michael & Sharon M.
  • When I first met Glenn, I had a firm belief that my retirement would not be comfortable. Glenn took time to understand me and my current situation, my financial history and my beliefs about the future. I left our first meeting, feeling cautiously optimistic. 
    Glenn and I have met regularly for seven years with Glenn sharing his expertise and insights, often challenging me to think more deeply about what mattered most.  
    Thanks to Glenn, I am now living a wonderful lifestyle and I am confident about my future. I decided that as I loved working, rather than retiring, what mattered most to me was work life balance. 
    Now I work three days a week, giving me quality time with my family and quality time for me.
    Importantly, by extending my working life I am confident about my retirement. 
    Working with Glenn and his team has helped me achieve what matters most, a dream lifestyle and working in a role I love well into the future.
    - Barbara R.
    After my daughters and I were faced with an extremely difficult situation with not only the death of my husband but also both my parents passing in the following two years, with money to invest wisely, I have been extremely lucky to have found Glenn to guide me through this difficult and very important period of our lives. He has not only given strong and secure advice financially but also understood what was happening in life for me and my girls and taken this on board as well. I look forward to the meetings we have to be able to touch base and discuss money options as well as catching up on an important friendship....thanks Glenn! I couldn’t recommend him more highly to others who are wanting a safe and caring connection in the financial world.
    - Roge M.