JOIN ACCELERATOR

Ready to build deeper relationships with your clients?

INCORPORATE YOUR CLIENT'S VALUES, SUSTAINABILITY AND ETHICAL INVESTMENTS IN FINANCIAL ADVICE.

JOIN THE ETHICAL ADVICE ACCELERATOR

DO GOOD. DO WELL.

Did you know that investments that focus on positive environmental, social and governance (ESG) criteria may provide superior returns for your clients?

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Invest with Ethics helps financial advisers to confidently communicate with clients who want to invest in line with their values. This means understanding ethical investing and having the tools to discuss environmental, social and governance (ESG) issues with your clients.

An ethical adviser is one who incorporates client values, sustainability, and ethical investments in financial advice.

How can we work together?

Alexandra Brown provides ethical advice consulting, courses and content creation, specialising in supporting the transition from traditional to ethical adviser.

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Get the complete package, with a supported group program that teaches the foundations for providing ethical investment advice. Over eight weeks, the Ethical Advice Accelerator provides everything you need to become a confident ethical adviser.

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Stand out with professional, reliable, absorbing sustainable finance content. Personalised marketing, unique articles, images and explainer videos created for you, so you can devote more of your precious time with your clients.

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Build diverse ethical portfolios with done-for-you research of sustainable, ethical and responsible managed funds and ETFs. Use self-branded fund research and position yourself as the ethical investment expert with your clients. 

Get in touch

There's no harm in asking, right? Book a chat with Alexandra to work out which services would suit your needs. It's complimentary and no obligation, just an easy way to discuss potential solutions.

BOOK A QUICK CHAT
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" I have known Alexandra since 2015 and was so impressed we offered her a position at Accord Financial Strategies.

When Alexandra built up her consulting business, we were able to retain her ethical investment services and is an active and valuable member of our investment committee.

Alexandra has worked with Accord FS staff and other Adelaide based Ethical Advisers’ Cooperative members to hold successful events during Ethical Investment Week.

I believe Alexandra would be a great resource for any business wanting to bolster their ethical investment advice to clients. "

ANDREW GASTON - MANAGING DIRECTOR

ACCORD FINANCIAL STRATEGIES

 

 

 

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" Before I started working with Alexandra, I was looking to deliver regular content to my current and potential clients, but I was busy.

Alexandra has saved me time and significant effort by providing engaging content for my clients. I found it difficult to outsource content in the ethical investment space, but Alexandra made it easy due to her expertise.

Working with Alexandra means I have more time to spend with my clients. As a bonus, I can repurpose the material and promote myself across all social media platforms.

I would highly recommend working with Alexandra for anyone who provides ethical investment advice to clients, especially financial advisers who have clients that want their portfolios to align with their values.

Alexandra provides a professional service and knows all about ethical investing. "

PAUL GARNER - MANAGING DIRECTOR

NOVO WEALTH

Always smiley, but especially when spending time outdoors. Whether a forest, beach, desert or snow, I'm happiest when in nature. An avid hiker, my biggest trek so far has been the Solu region of Nepal.

Will happily sip a glass of shiraz with friends and family, even better if there's a great ocean view and crackling fire.

Ethical investing aligns perfectly with my love of people, the environment and maths. Yes, I'm a numbers gal.

Finance + sustainability + ME = a perfect match!

FIND OUT MORE
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Let's Connect

@INVESTWITHETHICS

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MUSINGS ABOUT ETHICAL INVESTING AND FINANCIAL ADVICE. PLUS YOU'LL HEAR ABOUT ANY NEW COURSES AND FREE RESOURCES.
Don't worry, I don't send many emails as I spend most of my time with my fabulous clients. But the emails you do receive will always be given with the intention of providing you value. Our time is precious.
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