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Ethos Financial Advisers – Respect and Integrity

Respect and Integrity

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Ethos Financial Advisers – Respect and Integrity | ethosfinancial.com.au Reviews
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Ethos Financial Advisers – Respect and Integrity | ethosfinancial.com.au Reviews

https://ethosfinancial.com.au

Respect and Integrity

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1

Who We Are

http://ethosfinancial.com.au/who-we-are

Financial Planning for Women. Ethos means showing moral character and refers to the core inner beliefs of a person or organisation. Our first consideration is to treat our clients with respect and integrity. We hold our own licence through the Australian Securities and Investments Commission (ASIC) (AFSL No 287660). We are independently owned and recommend investments based on the sustainability to you the client rather than the requirements of a product manufacturer. AFS Licence No: 287660.

2

Responsible Investing

http://ethosfinancial.com.au/responsible-investing

Financial Planning for Women. Responsible investing has a number of different names describing a similar investment ethos. Responsible investing is sometimes referred to as ethical investing, socially responsible investing or sustainable investing. Simply put responsible investing is about ensuring your investments match your beliefs as much as possible, in other words it’s about ensuring your investments are in line with your value system; your ethos . Ethos Financial Advisers will take account of your ...

3

Control

http://ethosfinancial.com.au/control

Financial Planning for Women. Control means that you have put in place the appropriate structure around your financial affairs and can therefore make informed and effective financial decisions. Having control over your financial affairs will give you the ability to achieve your financial objectives. Part of being in control means that you are getting the right advice to ensure your financial decisions are the optimum decisions at that time. AFS Licence No: 287660.

4

Financial Planning for Women

http://ethosfinancial.com.au/financial-planning-for-women

Financial Planning for Women. Financial Planning for Women. Are the financial requirements for women different from men? Well the answer is no in general terms but looking more specifically women may have different requirements and Ethos Financial Advisers recognises this through its service offering. For example having a break from the workforce to have a family has implications on the funding of superannuation more so for women than men. Ethos Financial is able to establish a Financial Plan for you whe...

5

News

http://ethosfinancial.com.au/news

Financial Planning for Women. Investment Update September 2015. The months of August and September have been difficult periods for investors. Much of the volatility is due to concerns regarding the growth prospects for China. While there is no doubt the Chinese economy has slowed the long term growth prospects for China remain strong. China is also transitioning from a largely industrial economy focused on the production of low cost products to a mature service based economy. Minimal exposure if any to r...

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Ethos Financial Advisers – Respect and Integrity

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