by Gretchen Betts | Oct 18, 2021 | Financial Planning, Financial Planning, Guest Blogs, Impact Investing, Money
During Good Money week, we asked our client Alison, to write a little about why, even back in the 90’s, she wanted to invest ethically and with social conscience. Back in 1991 with coloured and permed hair and when mortgage interest...
by Gretchen Betts | Oct 11, 2021 | Climate change, Climate change, Guest Blogs, Lifestyle
I am Louisiana Salge, Senior Sustainability Specialist at EQ Investors. I joined the investment sector from a background in sustainabiliy because I deeply believe that the finance sector can be an important lever for sustainable change. Investing should not just...
by Gretchen Betts | Oct 4, 2021 | Advice, Climate change, Climate change, Financial Planning, Impact Investing, Investments
It’s Good Money Week! This is the week where those in our profession and the investment industry focus on money that’s good for people, the planet and your pocket. This is a national campaign to help grow and raise awareness of sustainable, responsible and...
by Gretchen Betts | Sep 27, 2021 | Advice, Lifestyle, Money
If you’ve visited our website recently you may have noticed that we have added a new page under the ‘who we help’ section of the website, entitled ‘Positive Impact’. You can visit this page HERE. If you visit the page you’ll see that we’ve created a free guide to...
by Gretchen Betts | Sep 20, 2021 | Financial Planning, Money, Pension, Retirement
In writing this post I looked for a quote about ‘getting to know someone’, but quickly gave up because it isn’t overly authentic to me. Being authentic, or ‘true to myself’, is one of my personal values. As financial planners it is important that we get to know what...