In this episode, Clayton chats with Hope Evans - the director of Simply Ethical Advice. Hope runs a financial advice service out of Byron Bay, helping clients who want to their investment savings to have a positive impact on the world.
Episode Resources:
Simply Ethical Advice Website: http://www.simplyethicaladvice.com.au Hope Evans Linkedin: https://www.linkedin.com/in/hope-evans-07a69539/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is sponsored by Goodments. (https://goodments.com/) Established in 2017, Goodments creates sustainable investing solutions for advice professionals and retail customers. Focusing on tools that help customers engage with sustainable and responsible investing, our goal is to play a key role in redirecting capital to environmentally sustainable, socially responsible and ethical business. The Goodments Adviser portal is a Discovery, Analytics, Research and Advice support tool, designed to give Advisers the confidence to determine their customer's responsible investing needs, analyse portfolio holdings, and access institutional grade ESG research for over 7,000 global equities, ETFs and funds.
New XY platform now available: App Store https://apps.apple.com/au/app/xy-adviser/id1480066542 Google Play https://play.google.com/store/apps/details?id=com.mightybell.xyadviser&hl=en_AU Desktop https://www.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus
Information
- Show
- FrequencyUpdated Daily
- Published30 October 2019 at 11:00 pm UTC
- Length43 min
- RatingClean