JustInvest Financial Planning

Our 2025 Annual Report is a testament to the power of collaboration in ethical investing across Australia and Aotearoa NZ.
Key outcomes include:

• Growing to $3.25 billion in ethically managed funds under advice for our clients

• Supporting shareholder resolutions on climate, biodiversity (eg the Save the Skate campaign), and human rights, contributing improved disclosures, policy changes and divestment

• Our 12th Ethical Investment Week sparked widespread media coverage on intergenerational wealth transfer

• An updated list of Ethical Leaf Ratings, with over 50 funds covered
Check it out and consider how your investments can drive real impact – find an ethical adviser today!

https://www.ethicaladviserscoop.org/annual-reports/

In this episode of The Green Dream we speak with Nathan Parkin, Head of Equities at Australian Ethical, about their Emerging Companies Fund — finding hidden gems in small and micro-cap businesses driving positive change in technology, healthcare, renewables, and more. https://www.justinvest.net.au/hidden-gems-big-impact-investing-in-emerging-companies-with-nathan-parkin-from-australian-ethical/

Recent investigations by The Sydney Morning Herald and The Age in their 'Blood Oil' series revealed that many Australian super funds have been indirectly linked to Russian-origin oil through infrastructure investments — even while branding themselves as ethical or sustainable.

These 'ESG-lite' strategies of large Australian Super funds often fail to account for full supply chains — including fuel terminals and pipelines — that are facilitating the movement and storage of refined Russian oil.

The result? Super fund members’ money is unknowingly helping finance the Russian war against Ukraine.

If you want your retirement savings to genuinely reflect your values, choose a Super fund — and an Adviser — who applies robust ESG principles, not just marketing claims.

When ‘ESG-lite’ doesn’t work: Russian oil and Aussie Super Funds – JustInvest Financial Planning Discover how annuities can provide retirees with secure, flexible retirement income. Learn about APRA-backed safety, Age Pension advantages, and why financial advice is essential.

James is looking forward to speaking at SEVENTEENx Perth 2025 this Wed 15th Oct, where our state’s biggest changemakers in academia, government, and purpose-driven business unite to discuss how we can use business as a force for good.

James will be talking about Highlighting Positive Impact Investment via the SDG’s.

🎤 6 x 17-minute keynotes (TEDx style)

Get your tickets here 👉 https://lnkd.in/duqM3pje

Would be great to see some familiar faces in the crowd!