Believing that financial advice is centred on you – your values, goals, and dreams – is one of the most important contributors to your success over the long run.

When it comes to your investments and what your portfolio looks like, you should have choice and flexibility to invest in alignment with your personal values, as well as your financial goals.

Responsible Investing, also known as ethical or sustainable investment, is a broad-based approach to investing which factors in people, society and the environment, along with financial performance, when making and managing investments.

Utilising managed discretionary accounts with the help of your adviser, you are able to customise your portfolio to your own personal preferences and requirements.

Get in touch with your adviser or book in a scoping call with our team if you would like to discuss your options and how we can help.

Responsible Investment Association Australasia

RIAA’s RI Certification Symbol signifies that Mark Nagle and Adam Drinkwater of Treysta, offer responsible investment products; have undertaken continuing professional development on responsible investment; and conduct inquiries regarding client concerns about environmental, social, governance or ethical issues.

The Symbol also signifies that Mark and Adam have adopted strict operational and disclosure practices required under the Responsible Investment Certification Program for the category of Financial Adviser.

The Certification Symbol is a Registered Trademark of the Responsible Investment Association Australasia (RIAA).

Detailed information about RIAA, the Symbol and can be found at responsibleinvestment.org/directory, together with details about other responsible investment products and services certified by RIAA.1

Responsible Investing_RIAA Certification

1. The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.

Treysta is a member of Responsible Investment Association Australasia, as part of our ongoing effort and commitment to ensure:

  • our team is educated in the ever growing and developing area of Responsible Investing
  • our clients, new and existing, have access to investment opportunities that align with their personal values.