Should Doctors and Dentists Consider Sustainable/Ethical Investment?

Yves SchoofFinance

There is a clear movement, in particular with the younger generations, towards ethical and sustainable investment.

In essence it means that you apply a ‘filter’ to your investments. This filter can be positive, i.e. you seek to invest in companies that demonstrate sustainable management practices and environmental policies.

The filter can also be negative: you avoid investment in tobacco companies for example, or businesses that cause harm to the environment.

Most large superannuation funds now have a sustainable investment policy they adhere to, and they would offer at least one ethical investment option.

These options typically have a higher investment management cost, as they are more actively managed. This does not necessarily lead to poorer returns, as many ethical and sustainable funds post high(er) returns.

As with any investment decision, you should do your research and make sure the risks you take are aligned with your risk tolerance and your investment timeframe.

You can read some further information HERE to get you started.

Yves Schoof
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Yves Schoof

Author | Specialist Adviser for Medical Specialists and Surgeons at Affluence Private Wealth
I specialise in managing and coordinating the financial affairs of medical professionals and have been recognised as one of the best financial planners in Australia. I am a Certified Financial Planner and member of the Financial Planning Association of Australia.

As I understand your time is extremely valuable and scarce, I am able to offer flexible meetings times, including outside business hours and during the weekend. I can even come and meet you somewhere convenient, or talk via videoconference on Skype.

My first consultation is free. I allocate up to 90 minutes to discuss your personal circumstances and to establish how I may best assist you. Where you already have an existing adviser, I would be happy to offer a second opinion. I always quote a fixed dollar fee before we start working together.

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Yves Schoof and Affluence Private Wealth are Authorised Representatives of Synchron, AFS Licence No. 243313. 

The information posted is intended to be general in nature and is not personal financial product advice. It does not take into account your objectives, financial situation or needs.
Before acting on any information, you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant product disclosure statement (PDS) or other offer document prior to making a decision.
Yves Schoof
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