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Paul Garner

Financial Adviser

|

Certified

Paul Garner

Financial Adviser

|

Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Novo Wealth founder Paul Garner is a Certified Financial Planner® Professional with excellent credentials and high level experience from his time at a ‘big 4’ Australian bank and boutique planning practice. Wanting to move beyond this [corporate] environment and offer clients more, he started Novo to deliver genuinely tailored wealth advisory services, with a strong focus on responsible investing. Paul is also a ‘real person’ – a husband, dad, musician, footy-lover – who realised ethical investment needed greater recognition – and to be seen as more than an afterthought or token gesture in 21st century financial planning, given the world his [and everyone else’s] kids were growing up in. Novo [meaning to change, reinvent, refresh in Latin] prioritises its product and sector selection around responsible investing with carefully and individually structured planning. Novo understands that each client’s position and lifestyle is different, be they just starting out, or looking for a kick along as they near retirement. Every client is listened to and Novo will canvass a broad range of investment opportunities and insurance options to create a portfolio to suit. Novo will design each client a specialised program to build wealth, protect that wealth and enable that wealth to potentially ‘go on giving’ indefinitely. High quality responsible investing encourages great corporate behaviour and outcomes that benefit people and our planet – without compromising wealth creation and performance. Truly a win-win-win-win…..

Address

19 Rundle St, Kent Town, SA, AU, 5067

Phone

Email

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Organisation

  • Novo Wealth

Company number

Services offered

  • Superannuation and retirement planning SMSF Insurances Debt and cash-flow management

Certified products

Approved products

  • AMP Capital Sustainable Share Fund AMP Capital Responsible Investment Leaders International Share Fund AMP Capital Responsible Investment Leaders Balanced Fund Australian Ethical suite of funds Pendal Ethical Share Fund Perpetual Wholesale Ethical SRI Betashare FAIR, ETHI (ETFs) Affirmative Global Bond Fund Alphinity Sustinable Fund Altius Sustainable Bond Fund BNP Paribis Environmental Equity Strategy Catholic Super - PositiveIMPACT DNR Australian Equities Socially Responsible Portfolio eInvest Future Impact Small Caps Fund (IMPQ) InvestSMART Ethical Share Fund (INES) Legg Mason Martin Currie Ethical Values With Income Fund Legg Mason QS Investors Global Responsible Investment Fund LGIA Super - SR Balanced LGIA Super - SR Australian Shares NAOS Small Cap Opportunities Company Ltd NAOS Emerging Opportunities Company Ltd NAOS Ex-50 Opportunities Company Ltd Pengana International Fund - Ethical (re-research) Perennial Smaller Companies Sustainable Future Trust Pimco ESG Global Bond Fund VanEck Vectors MSCI Australian Sustainable Equity ETF (GRNV) Vanguard Ethically Conscious Global Aggregate Bond Index Fund (VEFI) Vanguard Ethically Conscious International Shares Index Fund (VESG)

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Financial Adviser

Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.