Evergreen Advice Limited

Evergreen Advice is a fee-only investment advice firm that specialises in sustainable investing. We help individuals, families, and charities who want support managing their investments to achieve their goals. We provide personalised, research-driven financial planning, portfolio management, and KiwiSaver advice. We believe in making socially responsible investing a core part of all portfolios. There are many reasons our clients might be interested in socially responsible investing: whether it is to align their investments with their values or as a way to manage investment risk. Either way, we work with them to ensure their investments are right for their circumstances and beliefs. We ensure that investors can achieve their financial goals while using their money to influence positive change. This can be achieved by investing in businesses that have superior sustainability characteristics and by engaging with companies to influence their business practices. We founded Evergreen Advice to provide responsible, clear, independent advice to our clients. We offer a free initial consultation so that you can see whether our services are right for you.