Sustainable Investments

Our founder, Alex Jamieson, is passionate about making a better tomorrow for his clients and presents regularly on the topics of sustainable and ethical investing. Sustainable and ethical investing takes into consideration social and environmental performance in addition to financial performance which is often labelled as ESG investing.

 

AJ Financial Planning has been providing ESG investment solutions to clients for over a decade.

We have been one of the pioneering firms in the Australian marketplace.

The approach that we take with ESG investing is to first understand the value set and relative investment universe. We then look to build an investment portfolio around this value set.

We have access to a significant wide universe of investment options within the ESG landscape, to ensure that we can tailor an investment portfolio that meets your requirements.

 
 

AJ Financial Planning is unique in that we are one of a few firms that can craft a portfolio that meets not only your investment and financial objectives, but also meets sustainable and ethical values thanks to our sustainable and ethical investment research.