The quickest way for you to learn about the range of responsible Investment options available is to visit a financial adviser who specialises in the area.
- Locate financial advisers who are members of RIAA
- Search for financial advisers who have been Certified by RIAA
A financial adviser trained in offering responsible investment advice can:
- Assist you to establish your financial goals and your ‘values profile’. In other words – what issues do you care about; what industries or companies do you wish to avoid; what industries or companies do you wish to support, and so on;
- Organise for all or part of your superannuation to be invested in line with your values;
- Assist you to invest in managed funds that suit your values profile and financial goals;
- Organise for you to invest directly in socially responsible companies;
- Advise you on how to vote your shares to influence corporate conduct;
- Organise for you to hold a savings account at a socially responsible bank or;
- Organise a loan where the interest you pay will be invested in socially responsible projects or where you are rewarded on your mortgage for energy saving practices.
