Value Aligned Financial Services
Feel leery of investing, the capital markets, capitalism? Want support and resources to help you in a more value aligned services. This approach might be best termed “harm reduction” capitalism. If you’re looking to divest to support the BDS movement, support Indigenous rights, move money away from ecologically damaging business practices and just try to survive and retire without a lot of stress we can help you.
Portfolio review and screening
Comprehensive screening for BDS compliance, Indigenous rights, climate change, weapons free investments and fair labour practices.
Value aligned Investment
Identifying investments that meet your values. Practical steps to transition your assets to a more value aligned portfolio.
Coaching and training
Providing basics of investing. Reviewing different options and platforms with pros and cons. Coaching and training for DIY focussed clients.
Financial Planning
Review of mechanisms to protect you and your family. Providing retirement projections and how to develop a financial plan.
Divestment & Movement building
Support with how to maximize divestment efforts to support existing grassroots movements. Up to date information on pressure targets.
Independent
All advice and information is provided free of financial conflict of interest. Number one priority is building a movement that moves money towards value alignment.
Book a free 20 minute consultation to learn more about customized services