We’re on a mission to make sustainable financial planning the default.
It’s time to challenge the norm
What is financial planning and how is it unsustainable?
Our sustainable financial planning principles
We think that all financial planning should be sustainable financial planning and we openly share our methodology with our competitors.
Our theory of change
We want to build an economy of the future that enables people to live well, within the ecological ceiling imposed by planetary boundaries.
Change the world by changing money.
Change money by changing the rules of the game.
To change the rules we need to collaborate with partners, have influence with them and demonstrate best practice and thought leadership
Switchfoot Wealth is a Certified B Corporation
There are over 6000 B-corps in the world, and Switchfoot Wealth is one of them. Having a B-corp certification means declaring we’re here to do business for good. We commit to meeting high standards of social and environmental performance, transparency, and accountability. We love B Corp because it is a big bold idea – reform and replace capitalism with stakeholder capitalism.
We partner with change-makers
We strive to be a force for good in our clients' lives so they go on to be a force for good in the world.
Our biggest environmental effect, by a country mile, is how our clients are invested. We help our clients become more resilient and environmentally friendly by showing them the environmental and social impact of their money and by supporting them in making better long term choices. For most people, most of the time (and certainly for our clients) how they invest and where they bank is the biggest impact they can have.
Dive into the detail
Read our first impact report to see the steps we took to get here. Explore how we help business owners build resilient financial plans, and put their money into real change.