There are many options available but always remember – it’s your choice. Some people choose to have 100% of their investments and retirement plans in ethical investments. Others choose a percentage, which they can easily change over time. Remember, ethical investments and ethical investment funds can provide returns comparable to normal investments.
As a professional adviser, I will assist you to build wealth with strategies to help you make the most of your finances and the time you have in the workforce. Novo Wealth will work with you to look at all aspects of your lifestyle, your goals and your needs. Consequently, we will develop strategies to invest responsibly and optimise your earning potential.
Your wealth creation strategy could involve setting clear short, medium and long-term goals. It might include putting together an easy-to-follow budget, then directing any surplus funds to an investment portfolio, utilising tactics to minimise tax and putting strategies in place to protect yourself and your family.
So above all, this is underpinned by your desire “to do good”.
If this has interested you, please contact me to make an appointment at my offices in Kent Town, Adelaide, or over Skype.