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)
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.