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Sarah Wood

ActInvest

Bronze
18 Yrs Experience
Coffs Harbour, NSW 2450

ActInvest specialises in providing investment solutions that meet the needs, objectives and ethical investment preferences of our clients. This investment approach includes applying environmental, social and governance integration in the invesment process which includes:

Screening of companies (e.g. Fossil Fuel, Tobacco companies)

Sustainability themed investments (e.g. clean energy funds and green property)

Engaging actively with companies

Impact investments.

We are passionate about finding solutions for those needing financial assistance at all stages of life, including advice in personal and business protection, wealth building, pre-retirement and retirement planning 

Sarah Wood holds a Bachelor of Business from the Queensland University of Technology, a Bachelor of Laws from Southern Cross University, a Diploma of Financial Planning and is the Butterworths Book prize recipient for Business Law at the Queensland University of Technology. Sarah was formerly the West Australian Genxt Co Chair for the Association of Financial Advisers, is a current member of the Responsible Investment Association Australasia and is registered with the Tax Practitioners Board. Sarah has over 10 years experience in the Financial Services Industry and formed ActInvest, specialists in responsible investment financial planning advice.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2007
  • Years of experience 18
  • Highest qualifications
    • Bachelor of Business
    • Bachelor of Laws
  • Language spoken
    • English

ActInvest

Suite 709a, 30 Orlando St
Coffs Harbour, NSW 2450

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Ethical Investment Advisers Pty Ltd

AFSL 276544