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Mark Holtom

Financial Adviser

|

Certified

Mark Holtom

Financial Adviser

|

Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Mark is a Director and Financial Planner at Ethical Investing NZ with over 30 years’ experience in the Financial Services sector both in the United Kingdom and New Zealand. He has worked in senior roles within large corporate institutions, as well as small boutique advisory businesses. He holds an Advanced Financial Planning Certification from the United Kingdom and is also a Responsible Investment Association Australasia (RIAA) Certified Financial Adviser. Mark works closely with his clients to fully understand their current and future aspirations, along with what is most important to them, which he endorses as the foundation of great financial planning. He is actively involved in volunteering and fundraising for a number of charities. Ethical Investing NZ is coming up to its 10th anniversary and is proud to have won awards in the Mindful Money “Best Ethical Financial Adviser” category for the last 3 years.

Address

Level 10, SAP Tower 151 Queen Street, Auckland, NZ, NZ, 1010

Phone

Email

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Organisation

  • Ethical Investing NZ

Company number

Services offered

  • Superannuation and retirement planning Investments/Managed Funds

Certified products

Approved products

  • NZ Core Equity Trust Dimensional Australian Sustainability Trust Dimensional Global Sustainability Trust Dimensional Global Bond Sustainability Trust Vanguard Ethically Conscious International Share Index Fund Harbour NZ Corportate Bond Fund Vanguard Ethically Conscious Global Aggregate Bond Index Fund Booster KiwiSaver multi sector and SRI specific funds AMP Capital Ethical funds (single sector NZ Leaders Fund) Perpetual Wholsale Ethical SRI Fund Australian Ethical Australian Shares Fund

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Financial Adviser

Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.