Ethical Investment – The way of the future

Blue Chip Wealth Management is not owned by a large insurance company or bank – we pride ourselves on our knowledge, professionalism and extensive experience to help craft specific financial advice for individuals like you, in the areas of personal insurances and wealth creation strategies.

In recent years we have discovered that clients want to focus their strategy towards so-called ethical investments particularly with regards to superannuation funds. Green investing is sometimes called:

• Socially responsible
• Socially conscious
• Sustainable investing
• Ethical investing
• Or any investment strategy that seeks to consider both financial return on one hand and social/ environmental good on the other, to bring about a positive change in the world and in our collective future

Our job is to sort through those investments to select and advise clients appropriately.

The interesting thing we’ve found in our research is that there are some socially responsible investments that have performed better than traditional investment funds.

And don’t be fooled by an investment fund that calls itself ‘ethical’. That has now become a generic marketing term in our industry. You need to look under the hood to understand the fund’s investment philosophy, the fees and performance and even the sustainability of that fund to continue in business for the long-term.

That’s why when considering your nest-egg, your super fund and your investments, you should be talking to Graham Slip, our Director at Blue Chip Wealth Management for personal advice suited to your position.  Book an appointment now or call 0414 583 558 to speak directly with Graham.

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