Investors around the world have long known that there is more to a return on investment then what is published in a financial report.

Companies & assets won’t thrive while ignoring fundamental issues such as the environment (pollution, climate change, water and other resources scarcity), society (local communities, employees, health and safety), corporate governance and ethical behaviour (prudent management, business ethics, strong boards, appropriate executive pay) or ethical issues.

In formal terms, responsible investment is a process that takes into account environmental, social, governance (ESG) and ethical issues into the investment process of research, analysis, selection and monitoring of investments. At Partners In Planning we are certified by the Responsible Investment Association Australasia (RIAA), equipped and ready to give you tailored advice that aligns with the morals you hold dearest.

Due to our independence, Partners In Planning has access to a range of competitive funds to help you make informed decisions about investing that ticks all the right boxes without jeopardising your wealth accumulation. This means excluding funds that are involved in controversial industries whilst supporting funds that actively contribute to sustainable and ethical notions