4 More Wealth are Financial planners, portfolio strategists and investment advisers since 1980. Ethical and SRI specialist since 1988 - officially recognised as one of only 8 in Australia.
4 More Wealth are true sustainability advisors at our practice. Linda, our principal, is recognised as a specialist in ethical and sustainable responsible investments (SRI), being one of only about 8 advisers in Australia able to use the prestigious Sustainable Responsible Investing (SRI) symbol.
"Lots of people want to be "more green" with some of their money. I've been advising on SRI since 1988 and, as my practice has several independent SRI research suppliers for both listed shares and managed funds, we can give ethical and SRI investment advice with diverse independent research and integrity." Linda said recently.
We have offices in Canberra and Parramatta. With over 26 continuous years as a financial adviser, she offers valuable experience and long-term client service commitment.
Differentiating her practice is the advice available on direct listed shares, extra to managed funds, fixed Interest, superannuation and income streams. Linda emails a share market newsletter to clients, available daily. Clients can also have comprehensive investment property cash-flow, gain realisation "what-if" and return analyses prepared for their existing properties or proposed new ones they select and nominate - another area not usually covered by most financial planners.
Comprehensive financial planning, strategic analysis, "what-if" scenarios, portfolio reviews, retirement planning and investment advice are just some of the many services available. Passionate about her career in helping people financially, she still retains many of her clients, including her first client from 1980.
“I thoroughly enjoy adding value by assisting people and businesses make the most of their situation and resources with our expertise,” she said. Linda's practice is a franchise-styled business, licensed to wealth managers, AFSL 232701, as authorised representative Nos 230858 & 286280.
Please get in touch with 4 more Wealth from the Contact box on the right.