Sarah Wood B Bus, LLB, Dip FP - Director

ActInvest is a Financial Advisory practice focused on helping clients to be in the best financial position they can be for their future. We believe that empowering people to take control of their investments leads to better financial, social, economic and environmental outcomes. Sarah specialises in providing investment solutions that meet the needs, objectives and ethical investment preferences of her clients. This investment approach includes applying environmental, social and governance integration, screening of companies (e.g. Fossil Fuel companies), sustainability themed investments (e.g. clean energy funds), engaging actively with companies and making impact investments.

Sarah Wood holds a Bachelor of Business from the Queensland University of Technology, a Bachelor of Laws from Southern Cross University, a Diploma of Financial Planning and is the Butterworths Book prize recipient for Business Law at the Queensland University of Technology. Sarah was formerly the West Australian Genxt Co Chair for the Association of Financial Advisers, is a current member of the Responsible Investment Association Australasia and is registered with the Tax Practitioners Board. Sarah has over 10 years experience in the Financial Services Industry and formed ActInvest, specialists in responsible investment financial planning advice in 2012.

Areas of Specialisation

Sarah is passionate about finding solutions for those needing financial assistance at all stages of life, including advice in personal and business protection, wealth building, pre-retirement and retirement planning.

Sarah specialises in providing investment solutions that meet the needs, objectives and ethical investment preferences of her clients. This investment approach includes applying environmental, social and governance integration, screening of companies (e.g. Fossil Fuel companies), sustainability themed investments (e.g. clean energy funds and green property), engaging actively with companies and making impact investments.

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Our Approach

1

Make an Appointment

You can contact us to arrange an appointment at one of the following locations:

Bendigo and Adelaide Bank I Coffs Harbour Branch
44-46 Harbour Drive, Coffs Harbour NSW 2450

Bendigo Bank South Grafton Community Bank Branch
62 Skinner Street South Grafton NSW 2460

Bendigo Bank I Port Macquarie Branch
2/158 Lake Road I Port Macquarie NSW 2444

Bendigo Bank I Perth
L3 225 St Georges Terrace

2

The Initial Appointment

In our first appointment we will get to know you and what is important to you. We will ask you to bring along any insurance policies you may have, superannuation statements, pensions and loan accounts so that we can go through these together with you. It is in this session that we can start to formulate appropriate strategies to meet your goals.

3

Second Appointment

In this strategy session we will show you how you can achieve your goals whether it is preparing for retirement, protecting your wealth, investing in ethical and responsible investments or building your wealth.

4

Implementation

Having completed all the necessary paperwork with you, we will then process this on your behalf and follow up to ensure it is all completed. This not only takes away the administrative burden and saves you time but also gives you peace of mind that someone is looking after this aspect for you.

5

Ongoing Service

The key to staying on track with your financial goals is to continually monitor and “check in” on progress. We have a range of ongoing service packages to suit your needs from those that are looking to build their wealth to those that are enjoying their retirement.

Over 11 years of expert experience in empowering clients to secure their financial future

Manage over $10million of retirement savings

Helped over 250 clients achieve their financial goals

Protected over 100 families with Income Protection and insurance plans

Partnered with

Certified Financial Adviser with RIAA

Are you ready to secure the financial freedom you deserve?

Talk to us now on (02) 6652 5199
or

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