Green Financial Planning is a dedicated firm specialising in responsible investments, offering a range of positive and competitive investment opportunities in various sectors such as sustainable products, medical solutions, innovative technology, responsible banking, healthcare, recycling, energy efficiency, education, and aged care. They steer clear of investments in companies involved in industries like coal, coal seam gas, oil, weapons, tobacco, logging, exploitation, gambling, human rights abuses, and harmful products. With a focus on ethical and sustainable investing, Green Financial Planning aims to help clients align their financial goals with their values.
Partners in Planning sets itself apart with a team of committed professionals who prioritize sound and professional advice for their clients. Emphasizing the importance of individualized financial strategies, they believe in the motto ‘Not all financial planners are built the same.’ By adhering to fundamental investing principles and prioritizing the protection of clients’ lifestyles, Partners in Planning aims to provide personalized solutions rather than one-size-fits-all products. As an independently owned firm, they offer a personalized approach to financial planning, ensuring that each client receives tailored strategies to meet their unique needs.
With a strong emphasis on responsible investing and a client-centric approach, Green Financial Planning and Partners in Planning offer a blend of expertise, ethics, and personalized service. By focusing on investments that promote sustainability and social responsibility while avoiding industries that conflict with these values, they aim to help clients build a financial future that aligns with their ethical beliefs and long-term goals.