Advisers have noted a shift in client priorities, with rising cost-of-living concerns and economic volatility at the forefront. According to the latest RIAA survey report, 88% of Australians simply expect their super or other investments to be invested responsibly, showing ESG is no longer viewed as an ‘added extra’ for clients.

In this episode, Nathan Fradley, FChFP, Specialist Financial Adviser, joins Charlotte to explore the complexities of ESG investing from an adviser’s perspective, unpacking key client ESG drivers, conflicting priorities, and the daily challenges advisers face.

RIAA Report: https://responsibleinvestment.org/aus-consumer-research/