Ethical Wealth Partners is a financial planning practice based in Perth, Western Australia.
We are dedicated to providing high-quality, ethical investment advice that aligns with your values.
Your financial plan is more than your investments
The Ethical Wealth Partners team is here to provide sound, effective and ethical investment advice to help you achieve your personal and financial goals.
Collaboration is at the heart of our philosophy because we believe that your financial planning strategy is about building the future you want.
Our mission
To provide sustainable and positive financial planning advice to our clients through a close alignment of our business practices with our ethical values. We believe in a business that acts ethically, promotes sustainability and works towards equality in our community.
Advice
› Personalised advice (no two clients are the same)
› Unconnected to any major financial institution
› Option to align your investments with your values
Business
› Provide transparent, good faith and ethical services
› Supportive workplace
› Minimise our environmental footprint
Community
› Established the Ethical Wealth Partners Charitable fund
› Donate a percentage of profits
› Provide philanthropic advice
Sustainable investing
Ethical and sustainable investment takes into account the impact of your investments on human well-being, social equity and the environment. As the world transitions towards a more sustainable future, how is your portfolio positioned to take advantage of the changing financial environment?
Ethical Wealth Partners is at the forefront of ethical and sustainable investment in Western Australia and we’re ready to walk you through your options and the opportunities this developing field has to offer.
Our Expertise
Your financial plan encompasses your personal, social and financial goals. We partner with you to minimise risk, provide peace of mind and prepare you for what the future holds.
We offer a broad range of service to meet your all financial needs.
› Strategic advice
› Financial Modelling
› Superannuation (including SMSF)
› Ethical investment advice
› Retirement planning
› Wealth creation and preservation strategies
› Investment management
› Cashflow advice
› Tax management
› Risk management and personal insurance
› Estate planning
› Philanthropic advice
Acknowledgement of country
Ethical Wealth Partners would like to acknowledge the Whajuk people of the Noongar Nation, Traditional Custodians of the land on which we work. We pay respect to their Elders past, present and emerging.
Level 11, 111 St Georges Terrace
Perth WA 6000
Ethical Wealth Partners Pty Ltd is a Corporate Authorised Representative of Synchron Advice Pty Ltd, AFS Licence No. 243313. Click here to view the Synchron privacy policy.
This website is published by Ethical Wealth Partners Pty Ltd. Ethical Wealth Partners Pty Ltd [1273555] is an authorised representative of Synchron Advice Pty Ltd (ABN 33 007 207 650), AFSL 243313. The information contained in this website and any of the resources available through it including eBooks, fact sheets and seminars (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances.
Under no circumstances will any of Ethical Wealth Partners Pty Ltd, Synchron Advice Pty Ltd, its officers, representatives, associates or agents be liable for any loss or damage, whether direct, incidental or consequential, caused by reliance on or use of the Content. This Content is restricted to Australian residents and is for the intended recipient only. From time to time, Michael Harwood, Trevor O’Callaghan or Ethical Wealth Partners Pty Ltd or associates may hold interests in or transact in companies or products mentioned herein, and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products.