Following on from our award in 2023, Moneyworks have again received the award as the Best Ethical Financial Adviser in 2024. As Peter and Carey were in Finland, we were proud that Paul was able to represent us (including with a great thank you speech).
The judges commented:
The entry showed a depth of understanding of ethical and impact investing products. The judges recognised that Moneyworks is thorough and comprehensive in portfolio construction, with innovative use of technology. The focus on integrating ethical issues into the client experience are detailed and the outline of client outcomes is comprehensive.
Other aspects were strong as well, including a continuous development of ethical practices, ongoing outreach and education, and disclosure to clients. Moneyworks’ commitment to ethical investment and community are evident in B-Corps certification.
We will continue to work on improving and refining our practices and knowledge.
