Lighthouse Investment Services provides personalised financial and investment advice with a focus on socially responsible direct share portfolios.
Our advisor, Richard Whan, is certified with the Responsible Investment Association of Australasia (RIAA) and believes that taking into account the ethical character of a business helps us (and you) to sleep better at night.
Lighthouse Investment Services offers the following services:
Personal Financial Advice-
You will have your own personal financial consultant. Our one-on-one service allows us to build you a truly individual portfolio – taking into account your unique circumstances, financial goals, risk appetite and ethical priorities.
Ethical Share Portfolio -
Our flagship product is our Portfolio service.
We will build a tailored portfolio of direct investments based on your personalised investment strategy, your financial goals and your ethical priorities.
Self Managed Super Funds -
Superannuation is one of the most tax effective structures in which to hold investments. More and more people are setting up their own self managed super funds so that they can choose what to invest their retirement savings in.
Other Services -
Whilst our primary focus is on our Portfolio service, through our relationship with Meritum we are also able to provide advice on a range of other financial strategies and products including managed funds, insurance, gearing and estate planning.

We services customers from Brisbane to melbourne and every country town in between. Contact Richard to discuss your ethical options.