investment advice
Live the life you want with goal driven investment advice
At Purewealth Services, we take a unique investment approach which enables us to deliver results without compromising on your beliefs and values.
Why consider Islamic investing?
Halal and Ethical investing offers many benefits to people of all faiths. Right now, there’s a good chance your super and possibly your investments are supporting immoral industries without you realising, like alcohol, tobacco, gambling and more.
Our Investment Advice can help you in multiple fronts
Investing successfully in line with your beliefs can be challenging. Take the guesswork out of it by seeking professional investment advice which puts you on track towards success.
Book a chatInvest in line with your beliefs
Align your investments with your beliefs and values using Halal and Ethical investments to contribute towards positive industries.
Build your wealth towards success
Our investment advice gives you a powerful framework for growing your wealth over time using appropriate investments for you.
Invest with the end in mind
Have a clear investment plan which works hard towards reaching your financial goals and achieving your dreams.
Expert management & added convenience
You can have your investments professionally managed for added support, convenience & potential results.
Our approach to Investment Advice
We take a personalised approach to investment advice which can be broken down into four steps.
Identify your goals and investment needs.
We help you identify what it is you want to achieve and select appropriate investments which get you on track towards these goals.
Identify your Ethical and/or Shariah-Compliant preferences
We identify your Ethical and/or Shariah-Compliant investment preferences and then focus on meeting your needs by aligning your investments with your beliefs and values.
Diversification
We will look to diversify your investments across different types of assets to minimise your risk whilst getting broad exposure to further investment opportunities.
Regular maintenance
As your circumstances & markets change, it’s important to regularly fine-tune and rebalance your portfolio to ensure the investments remain opportune, appropriate and keep you on track towards your target.
4 Steps to Financial Success
Free 20 min Introductory Call
Get to know each other and understand your advice needs to see if we can help you.
Book a ChatFree 1 hour Strategy Session
Financial Plan Presentation
Become a Client
Frequently Asked Questions
What makes your investments Halal?
We utilise a 3-Step Ethical Governance Process to ensure the Shariah-Compliance of the funds we use for our clients. This process is summarised as follows:
1. Shariah Rulebook - AAOIFI We follow the leading international Shariah rulebook for investment screening. This rulebook is set by the Accounting and Auditing Organisation for Islamic Financial Institutions (AAOIFI) and is made up of leading Shariah scholars from around the world.
2. Investment Screening - IdealRatings The investment universe is then screened for Shariah compliant investments to ensure they meet the AAOIFI standards. This is performed by IdealRatings who are a top-tier provider of financial research for Ethical and Islamic Finance Solutions.
3. Shariah Audit & Certification - ISRA Consulting The screened investments and Shariah governance process are then reviewed, audited & certified by an independent Shariah advisory board called ISRA Consulting. International Shariah Research Academy for Islamic Finance (ISRA) are an international consultancy business managed by renowned Shariah experts.
It is only once these investments have gone through this process and been certified will we then use them based on their appropriateness for our clients who are after Shariah-Compliant investments.
What makes your investments Ethical?
Why should I consider Halal investing?
Where will my funds be invested?
Do I have to be Muslim to invest Halal?
How do you manage my investments?
How can I receive investment advice?
A better tomorrow could start today
Book in your Free No-Obligation 20 minute Introductory Call