I believe you can do well, by doing good. A few years ago, I realised there was a disconnect between my values and what I did with my money and investments. I care about what is happening to the planet and the people around me. But I had been invested in companies causing harm to both.
Now I strive to build a Portfolio of Purpose for my family and for those clients who also feel it is important to them. Environmental, societal and governance factors have become a key consideration in portfolio construction. Not just excluding those that do harm but actively seeking those who benefit society and contribute to solutions. Investing can be used as a force for good to create change and address some of the biggest problems the world faces.
I am a CERTIFIED FINANCIAL PLANNER™ and business owner, based in Canberra but spend plenty of time back in Sydney. I specialise in working with professionals and small business owners who are highly motivated to achieve their own definition of success.
I motivate and guide my clients to achieve what is important to them and to live the life of their dreams. I do this through goal setting, strategy development, action plans and regular reviews.
I’m proud to have received a number of awards in the past few years including a Financial Planning Association Best Practice Award and a dealer group Adviser of the Year award.
I have been featured in the Sydney Morning Herald, Australian Financial Review, Sky News Business TV, Financial Standard, Adviser Voice and Wealth Professional. I appeared in The Investment Series on Channel 9 in 2016, a show aimed at helping Australians get a better understanding of their financial future.
I’ve spoken at numerous conferences including the Adviser Edge Summit, Securitor Annual Conference, Magnitude Think Tank and Count Financial conferences.
Out of the office, you are most likely to find me on my road bike or mountain biking on Australia’s best trails in Canberra. My ideal holiday is with the family at the snow or the beach.
This website is for informational purposes only and the information contained is of a general nature and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if particular strategies and products are right for you. In all instances where information is based on historical performance, it is important to understand this is not a reliable indicator of future performance. You should not rely on any material on this website to make investment decisions and should seek professional advice.
Federation Financial Services Pty Ltd ABN 35 109 938 436 is an Authorised Representative No. 281679 and Credit Representative No. 403258 of FYG Planners Pty Ltd, AFSL/ACL No. 224543 ABN 55 094 972 540. Dave Rae is a registered financial adviser ASIC No. 237107