Balance Impact is an ethical investment service, providing easy, smart and affordable responsible investments. We offer:
1. Online investing: You can use our online investment service to invest in one of our five model investment portfolios. Here’s how it works.
We can recommend a suitable investment portfolio for you based on your profile and establish a smart, responsible investment portfolio in just minutes.
2. Bespoke investing – If you have a specific social impact goal, or complex investment needs that are not aligned with one or our model portfolios, we will work with you to create a bespoke investment portfolio.
The fees for our bespoke service start at $2,200 upfront and $1,320 per annum.
Please contact us if you would like to create a custom investment portfolio.
3. Balance Impact investment technology – Our goal is to make responsible investing as accessible as possible. We are happy to make our platform available to third party channels, including financial planners, to offer an ethical investment service to their clients.
Please contact us if you would like access to the investment technology.