Resources
Education, tools, and support to help financial advisers and finance professionals enhance client relationships, and become industry leaders in ESG, sustainability, and ethical investment advice.
To get started, choose an option below, we’re ready to help you:
FREE CLIENT CONVERSATION TRAINING
For advisers wanting to be confident with client discussions about ESG, investor values and ethical investment preferences, and remove awkward situations.
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.
CLIENT QUESTIONNAIRES
For financial advisers who want some inspiration for client discussions and know their time is better spent with clients than creating documents. Four styles of ready-to-use ESG questionnaires.
ETHICAL ADVICE IS GOOD FOR BUSINESS
Free on-demand training for financial advisers. We explore the risks and benefits of ethical investments through key lenses of client demand, performance, economics, and client outcomes.
ESG AUDIOS
Audio platform for all finance professionals to upskill on-the-go by listening to premium research articles curated for relevance, educational content and credibility. Keep up-to-date with new reports each month.
THE SUSTAINABLE INVESTOR
New short course for New Zealand and Australian investors wanting to equip themselves with the information and tools to invest more sustainably with their adviser.
“The wealth of knowledge that Alexandra shares with us in the Ethical Advice Accelerator 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.”
Alysia Laird, Zebra Tailored Wealth
READ OUR BLOG
Check out the latest blog post for a quick read on what’s happening in the world of sustainability and responsible investing.
LISTEN TO OUR PODCAST
The Ethical Invest Podcast is packed with tips, trends, and helpful snippets on ESG and ethical investing. Listen to a new episode each week.
ARE YOU AN INVESTOR?
If you’re not an adviser, but you’re looking for more information on investing ethically. I invite you to contact a financial adviser who specialises in aligning your pension and investments with your values HERE.
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.
