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
My fees
At a glance
- Adviser status Bronze
- First year providing advice 2007
- Years of experience 18
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Highest qualifications
- Bachelor of Business
- Bachelor of Laws
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Language spoken
- English
ActInvest
Suite 709a, 30 Orlando StCoffs Harbour, NSW 2450
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Ethical Investment Advisers Pty Ltd
AFSL 276544