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Winners - Best Ethical Financial Adviser Award 2023

The third Mindful Money Awards recognising leaders in the Ethical Investing world in New Zealand were held on Thursday June 29th. 

It was the first time that we had entered, and we were proud to be awarded the Best Ethical Financial Adviser of the Year along with our friends at Ethical Investing New Zealand.

Many of your fund managers were also winners, highly commended and finalists, we have outlined the information below for you to share in our successes.

For the second year, Carey was also a judge in a different category, an experience where she learned a lot (and really enjoyed the process).

In addition to the highlighted winners below, Harbour was also a finalist in the Best Ethical Retail Investment Fund Provider and Kernel was a finalist in the Best New Ethical Fund.

Moneyworks - Best Ethical Financial Adviser of the Year 2023

In our first year entering, we are pleased to have been awarded the title of Best Ethical Financial Adviser of the Year 2023, as co-winners with our friends at Ethical Investing NZ. 

We learned a lot by entering the awards and it provided us with the opportunity to understand what our client offering and ethical investing process encompasses, and we will be continually updating and clarifying our framework, ready for our entry next year.

Pathfinder - 3 Awards and one Highly Commended

We enjoy working with Pathfinder, and their commitment to ethical investing and continual improvement is reflected in their multiple awards (again) at the Mindful Money Awards in 2023.

Winner - Best Ethical KiwiSaver Provider [3rd year in row]
Winner - Best New Ethical Fund [2nd time award]
Winner - John Berry & Stuff - Best Media Reporting on Ethical Investment [2nd year in row]
Highly Commended - Best Ethical Retail Investment Fund [2nd year in a row, plus Highly Commended in 2021]

Best Ethical Overseas Fund

This is only the second year for this category, and we are thrilled that so many of your fund managers were finalists, highly commended and winners as follows:

Winner: Pengana WHEB Sustainable Impact Fund
Highly Commended: BetaShares Global Sustainability Leaders ETF (photo above)

Finalists:

Alphinity Global Sustainable Equity Fund

Impax Sustainable Leaders Fund

Nanuk New World Fund



 

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