A smarter way to

Invest responsibly

Looking for an investment option that helps create a better future for you and the world?
We've got you

What is ESG investing?

Environmental, Social and Governance investing gives our clients the opportunity to grow their money ethically by investing in securities that focus on sustainability, transparency and accountability.

Align your portfolio and your values

All of the LifeGoals portfolios are built around companies that strive to have a positive impact on the environment, their employees and on society as a whole. Our system will construct an automated, fully customized portfolio of low-fee ETFs (exchange traded funds) that are diversified across the market which means that we maximise your returns and minimise your risk.

Environmentally conscious
We can have a positive impact on the environment when we work together to invest in strategies that put our natural world in the spotlight. The companies in our portfolios are committed to low carbon emissions and greenhouse gasses, reducing or optimizing the use of natural resources and those concerned with lowering deforestation and preserving our water sources.
Socially responsible
Investing in a socially responsible way can mean many different things. For LifeGoals it means that through our portfolios we choose to support companies and initiatives that focus on gender and racial diversity, healthy and safe work environments, civil rights and other social issues affecting our world.
Corporate governance
The companies contained in our portfolios make an effort to be transparent with their stakeholders, treat their employees ethically and have a daily accountability to ensure the company is run in a way that is best for their employees, stakeholders and clients.
Globally diverse
LifeGoals chooses funds that span the globe to find securities and initiatives that best suit the values that we are committed to supporting. Our portfolios are invested in thousands of instruments from more than one hundred countries.

Total Transparency

Our innovative tools give you the ability to look through our portfolio right down to the individual asset, how is that for transparent? Go ahead give it a try:
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Our portfolios are making a difference
In addition to knowing where and what you invest in, you can also see the contribution our portfolios are making to the environment.

8

Vehicles driven for a year

5

Homes' energy use for a year

89

Barrels of oil consumed

2

Recycled instead of landfilled

4%

More exposure to gender diverse boards

You are making a difference

Are you curious what impact your investment is making? We can help. On your dashboard you will see real time statistics of the positive impact you’ve made. For example, an investment of €2,500 would yield the following benefits.

388

Kilometers driven

11,662

Smartphones charged

4

Trash bags recycled instead of landfilled
The environmental, social and governance (“ESG”) considerations discussed herein may affect an investment team’s decision to invest in certain companies or industries from time to time. Results may differ from portfolios that do not apply similar ESG considerations to their investment process.

A smarter, low-cost way to invest

With our ESG portfolios, you can feel confident that you are paying lower fees to invest conscientiously with our 0.75% management fee.
Your account balance
1000
Our management & admin fee
0.63
per month
based on 0.75% fee

RISK WARNING - With any investment, your capital is at risk. Depending on the risk that you choose to take, the value of your portfolio with LifeGoals Financial Services Limited can go down as well as up and you may get back less than you invest. Risk is an unavoidable component of investing. Past performance is no guarantee of future results nor is it necessarily indicative of future performance. If you are in doubt about whether an investment is suitable for you, please contact us.