Ethical Investing

At Crystal Wealth Management, we always put our customers first, which is why we offer ethical investing assistance that makes sure your financial plan is in alignment with your values.  We work with clients from a variety of backgrounds, offering them a range of investment opportunities that make sense for their individual needs.  Our accredited financial advisors observe the Environmental, Social and Governance (ESG) factors and still aim to achieve positive financial returns. We help you select from the numerous options available, presenting socially and environmentally responsible suggestions that can affect positive change or deliver positive impacts.  By tailoring your choices to your principles, you can experience increased financial gains that you can feel good about.

Ethical Investing
While you may not be familiar with the term Ethical Investing, this process is made available and suggested when narrowing down your range of options.  This term refers to socially responsible investments in companies and entities that are sustainable, ethical or generally socially conscious in their activity. Once you make the decision to put your money where your values are, we provide a full range of assets, enabling the selection of those that are most in sync with your view. By selecting options that are as profitable as they are conscionable, you are protecting your wealth and investing in a greater good.

Ethical Investment Advisors
Our team is constantly researching and training on socially responsible and ethical factors and keeps up to date with the latest ethical investment trends.  We analyse funds and align them with your particular needs. Once the investment is in established, we can provide regular performance reporting and can offer you continued advice on bonds and funds. We know ethical investors seek transparency and command over their investments. They want to know how their money is affecting the environment or society in a negative or positive way.

Customised Services
The most important part of our ethical investing services is the customisation that we provide to you  throughout the process.  We start by understanding your values. Our clients come from a multitude of backgrounds, but they all have one thing in common; they want to ensure that their investment is supporting, rather than harming, the environment and society while making a competitive return. Here's where we put it all together, building an investment solution that aligns ethics and returns based on your beliefs. Ethical investors want to stay away from organizations not involved in best practices and we know how hard it is to detect what should be avoided.

Ethical Return On Investment
Environmentally focused investing is becoming mainstream and some sustainable funds have outperformed their traditional peers over time. Socially responsible investing makes financial sense according to The Independent (July 2020) - “Ethical funds come out on top in the battle for returns”.