#05 Advice From the Heart with Dawn Thomas
Get Ethical with Elizabeth Hatton
Release Date: 12/22/2021
#12 Ethical? Find out how an expert goes about untangling the data with Sabina Ahmed
Get Ethical with Elizabeth Hatton
In this episode, Sabina Ahmed, a senior investment analyst in equities at U Ethical, shares her diverse career journey and her passion for finance. She believes that we should be encouraging young girls to enter the world of finance. She talks about ethical investing and its differences from Islamic investing, as well as the screening process used to identify sustainable companies. We also delve into the importance of macroeconomic dynamics and diverse leadership teams and the need for work-life balance in pursuing financial independence. Resources mentioned in this episode... -...
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#11 The Challenge of Investing with Kerry Series
Get Ethical with Elizabeth Hatton
In this episode we talk to Kerry Series, founder and partner of NorthStar Impact, which is an Australian-based fund looking to invest for financial returns and also move capital to solve today’s social and environmental challenges. Kerry has been involved in the investment world since 1992, this episode delves into his investment journey and how he came to care so much about impact investing as a force for good. Resources mentioned in this episode... Subscribe to VivaEthical's monthly Insights
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#10 Responsible Investing: helping decision-makers to do their bit with Désirée Lucchese
Get Ethical with Elizabeth Hatton
In this episode we chat to Désirée Lucchese, Head of Ethics and Impact at UEthical, about the challenge of the transition to responsible investments. At U Ethical, Désirée leads the evolution of the ethical investment framework and U Ethical's active stewardship with portfolio companies, in collaboration with U Ethical’s investment team, key stakeholders and industry peers. Resources mentioned in this episode... UEthical Subscribe to VivaEthical’s monthly Insights here
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#09 “I know about frankincense but franking credits?' with Jude M
Get Ethical with Elizabeth Hatton
In this special episode to coincide with Ethical Investment Week, we talk to a VivaEthical client Jude about what fires her up about ethical investing and how working with a financial adviser has assisted her money journey. Jude has been a geography teacher and artist, she retired from teaching a few years back. She is passionate about giving back to the community and helping people understand how they can contribute to better outcomes for the planet. Ethical Investment Week is in its 9th year in 2022 and is co-ordinated by the Ethical Adviser's Co-op, a group of leading financial experts...
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#08 Different shades of Green is the New Black with Jeremy Dean
Get Ethical with Elizabeth Hatton
In this episode we chat to Jeremy Dean about how responsible and sustainable investing is now what people expect and how being "green" delivers on social and environmental outcomes, as well as financial returns. Jeremy Dean is the Head of Regnan and the Responsible Investment Distribution of Pendal Group. He has over 25 years of industry experience and currently works closely with the Investment boutiques across Pendal and Regnan to deliver client solutions that seek to meet both investment outcomes and sustainable goals. Resources… Subscribe to VivaEthical’s monthly Insights...
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#07 Getting Comfortable with your Finances with Blair Modica
Get Ethical with Elizabeth Hatton
In this episode we talk to Blair Modica about navigating the financial world and getting your financial literacy up a notch or two, especially in regards to sustainable and ethical investing. Blair is the Director of Adviser Business at BetaShares, an Australian Exchange Traded Funds (ETF) manager. Currently, Blair is responsible for assisting Financial Advisers in Victoria and Tasmania with Betashares products, including ethical ETF's. Resources mentioned in this episode...
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#06 Get Sustainable with Small Business with Sara Redmond-Neal
Get Ethical with Elizabeth Hatton
In this episode we talk to Sara Redmond-Neal about getting sustainable in your small business - find out about your opportunity to grow and benefit in ways you didn't expect. Sara Redmond-Neal is the founder of Small Mighty CSR. She has spent 15 years advising businesses and governments on how to care for people, planet and profit - by applying corporate social responsibility (CSR) principles and practices. Resources mentioned in this episode... Download your Quick Start Sustainability Checklist
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#05 Advice From the Heart with Dawn Thomas
Get Ethical with Elizabeth Hatton
In this week's epsiode we talk to Dawn Thomas, Wealth Adviser at Integro Wealth. She shares her thoughts about why understanding how your money works is so important, that your super is the go-to investment for your longer-term financial security and how GenZ are prioritising ethical investment in their super.
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#04 Get Excited About What You Can Do with Mark Holtom
Get Ethical with Elizabeth Hatton
Capital markets can influence change - it's exciting to know that you're able to invest, do better financially and make a difference to what matters to you. Mark Holtom, Director at Ethical Investing NZ, chats about his money journey in the UK and New Zealand, how the world of responsible investing has changed and how it's important to stop talking and start doing!
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#03 Just Make a Start with Stewart Bell
Get Ethical with Elizabeth Hatton
People are under financial pressure, nevertheless being ethical means you can choose what should happen with your money. Stewart Bell, Business Coach and Founder of Audere Coaching & Consulting, chats about his money journey, and how getting financially healthy and well - with the help of a coach - is quite like getting fit at the gym. Enjoy!
info_outlineIn this week's epsiode we talk to Dawn Thomas, Wealth Adviser at Integro Wealth. She shares her thoughts about why understanding how your money works is so important, that your super is the go-to investment for your longer-term financial security and how GenZ are prioritising ethical investment in their super.
Brought to you by Viva Financial Planning.
Resources mentioned in this episode...
Your Money Story podcast hosted by Dawn