Dave Rae is a financial advisor, and he’s a Member of one of the Technical Working Groups at the Australian Sustainable Finance Initiative.

Its been great to watch Dave build his financial planning business and he’s helped me understand how his clients feel about sustainable investing, and the key concerns that people come to him with. I think it’s useful to get insights from outside the ‘impact’ bubble every now and then.

Now Dave wasn’t always an advocate for investing in-line with your values. He talks us through his journey to focussing on the impact his money is having, and how he sees the sector evolving. He also tells us about the changes that the Royal Commission is bringing to the world of financial advice with both the pros and the cons for the end consumer.

All the notes are on my website at www.Johntreadgold.com

Plus you can follow along on Facebook and Instagram.

Enjoy