"Our primary focus is on identifying solid businesses with capable and trustworthy management that are available at a good price."
Richard Whan, Director.
Lighthouse Investment Services provides personalised financial and investment advice with a focus on socially responsible direct share portfolios.
We treat our clients as investment partners and each client has their own personal financial consultant.
Our flagship product is our Portfolio service in which we manage tailored direct share portfolios for individuals, family trusts and self managed super funds, taking into account individual financial objectives and ethical priorities.
We do our own thorough research on all of the securities that we invest in. Our investment approach is value based - we will always seek to buy a dollar for fifty cents - and takes environmental, social and corporate governance (ESG) factors into account - we believe that good businesses often make good investments.
If you need to discuss your strategy or your investments we are never more than a phone call away and we will always sit down with you and explain them so that you are as comfortable with them as we are.
Lighthouse Investment Services contributes 5% of its gross revenue to groups promoting worthwhile social or environmental causes.