Consumers want to see themselves reflected in their investments
Australians want their investments to reflect their moral and ethical values.
When ordering a coffee, a barista will ask whether you’d like oat milk, almond milk, soy or dairy. When it comes to financial advice, Australians want more choices. It is no longer enough for advisers to only discuss fees and returns.
If a café can cater to our dietary requirements, why can’t advisers cater to our ethical and religious financial requirements?