The most proficient creators of financial value in the country.

Socially Responsible Solutions


“Only when the last tree has died and the last river been poisoned and the last fish been caught will we realise we cannot eat money”

Cree Indian Proverb

 

While WealthSpan is free to recommend most financial products available on the Australian market, our product research and selection process incorporates among other criteria, an environmental, social and governance (ESG) filter. WealthSpan prefers to recommend financial institutions including insurance companies, banks, fund managers and superannuation funds that invest in, and are themselves, organisations that incorporate strong policies and actions with respect to the environment, social and governance matters.

Evidence is mounting that socially responsible organisations are not only good for our communities; they’re good at creating sustainable solutions and very happy customers.

WealthSpan's View

The investment and advice industry is relatively slow to demonstrate leadership and substantial innovation when it comes to investing sustainably. Options now exist that offer more than profit for profit's sake. If we have one bias, it's a preference for supporting the organisations behind such innovation. [cquote.png]

Client Experience

We didn't even realise we had the option of investing our superannuation money in a fund that specialises in socially responsible investments. Given the option, we thought the decision was easy. [cquote.png]

Client Experience

Our Australian sustainable shares fund has performed better than other options and is very inexpensive. [cquote.png]