ESG Investments

Customer Types


Any person who wants a say where their funds are invested. We all want a better, cleaner and safer planet, so customer types range from millennials to retirees.

Superannuation Member

A superannuation member is a person that contributes to their superannuation account. Their superannuation funds can be invested into various types of socially responsible investments so that it reflects their attitude to risk.

SMSF Trustee

A SMSF trustee is the person or company responsible for the assets of the SMSF. As a SMSF trustee, you are responsible for the investments and that they are used for the right purpose, i.e. to provide for the future retirement income (pension) of the beneficiaries.

Name *
Email *
Phone *
Type of Enquiry