You are a financial adviser, paraplanner, or finance professional - dedicated to best advice and nurturing exceptional relationships with your clients;
We are Ethical Invest Group - committed to providing you with support and training in ethical investment advice;
Together, we can align best advice with positive, sustainable impact - for your business, clients, and the world.
“I would highly recommend working with Alexandra for anyone who provides ethical investment advice to clients, especially financial advisers who have clients that want their portfolios to align with their values.”
Paul Garner, Novo Wealth
You know you could offer even more in your practice as a financial adviser, but the concept of upskilling around ethical investing is daunting.
You may avoid client conversations about ethical investing:
- Because you don’t know where the discussion might lead
- As you could get asked something you don’t know how to answer
- And you don’t want things to get awkward!
You could spend months Googling and searching for resources and tools on the fly - reacting to client questions and still not feel comfortable engaging with your clients about ethical investing.
Or, you could get help.
You’re in the right place!
We’re glad you’re here.
Could this be you?
- You are an industry leader, confident and capable of engaging in conversations with clients about their values and ethical investment preferences.
- Your clients share with friends at a dinner party that they are making a difference with their investments, guided by you, their trusted ethical investment financial adviser.
- You’ve extended beyond a transactional process to a connected relationship - your clients are sharing articles with you on environmental and social issues, because they feel heard and valued - you are an integral part of their life.
To get started, choose an option below, we’re ready to help you:
For financial advisers trying to navigate through ESG and responsible investing but feeling overloaded and unsure what help they can get.
ETHICAL ADVICE ACCELERATOR
For financial advisers ready to provide holistic ethical investment advice without wasting hours trying to find what they need to know. This is a self-paced program with support included.
More and more clients are wanting their values and ethical preferences to be incorporated in their superannuation and investment decisions.
Ethical Invest Group provides ethical investment consulting and education to purpose-driven financial advisers, helping them feel supported, confident, and aligned to build deeper relationships with their clients and enhance their scope of service by providing ethical investment advice.
Alexandra Brown is the Founder of Ethical Invest Group. Since 2015, she has been working with financial planners in the Ethical Advisers’ Co-op, providing support with ethical investment advice including consulting, education, fund research, document templates and questionnaires, and is a valued member of a leading ethical advice firm’s investment committee.
Alexandra is Co-founder and Head of Research at Altiorem, an online sustainable finance library. Altiorem's mission is to lift the finance industry higher by helping advocates within organisations to make the case for sustainable finance, and implement the steps needed to create real change.
Given Alexandra’s experience in the industry, her skills in providing education products, and passion for sustainability, Alexandra is perfectly positioned to accelerate the role of advisers in ethical investment advice.
We understand that as an adviser your first objective is to meet the financial goals of your clients.
Ethical Invest Group lays out how you can do this, while taking into account the holistic needs and values of the people you really want to help.
There are 5 steps to ethical investment advice and we support you to understand and build skills in all areas, so that you can provide the best advice possible that aligns with your client’s values and ethical investment preferences.
We know you’re the kind of financial adviser who deeply cares about your clients' best interests, and we can’t wait to support you on your way to becoming an industry leader in ethical investment advice.
Join us here:
“...The wealth of knowledge that Alexandra shares with us in the course is mind-blowing and the clear and easy way that she delivers her content makes it feel more like an enjoyable pastime than just a course you have to study! Highly recommend.”
“I would highly recommend working with Alexandra for anyone who provides ethical investment advice to clients, especially financial advisers who have clients that want their portfolios to align with their values. Alexandra provides a professional service and knows all about ethical investing.”
“...I've actually just completed the [Accelerator program] and I found it astronomically excellent. I got so much out of it… If you are new to ethical investment advice, I would highly encourage you to take part in the course.”
The Ethical Invest Podcast is loved by advisers, investors, and finance professionals.
Alexandra delivers weekly snippets with the latest tips, trends, research, and action steps for incorporating ethical and responsible investments in financial advice and investment portfolios.
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Acknowledgement of Country: In the spirit of reconciliation Ethical Invest Group acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.