Established in 1967, our family company bases itself on client service and advice with long term experience in the financial planning industry, specialising in ethical investment. We are directed towards the growth of our clients’ knowledge and wealth creation, protection and preservation according to our clients’ ethics and needs. James has an MBA, B Com and Dip FP, and entered the financial services industry in 2000. James is an Authorised Representative of Ethical Investment Advisers.
Why choose a RIAA financial adviser?
RIAA certification verifies that a financial adviser offers responsible investment products, considers client needs and concerns about responsible investment issues, and undertakes responsible investment-focused continuing professional development.
By choosing a RIAA certified financial adviser, you can have confidence that they are licensed, educated and experienced in including responsible investment in their financial advice.
