Make Smarter, More Sustainable Financial Decision
Work with a trusted financial adviser offering ethical financial advice and financial planning that aligns with your values.
“Elizabeth at Viva is great. Best adviser I've come across for ethical investing”
- Conaill Keniry
make financial choices that work for you and what you care about
As your dedicated financial adviser, we help you make informed decisions across every stage of your financial journey.
Financial planning, Strategy and Investments – We help you simplify your finances and create a clear, personalised roadmap to maximise your financial position.
Ethical And Sustainable Investment – Invest in companies and funds that reflect your values while working towards strong long-term financial outcomes.
Superannuation Strategies – Make informed choices to grow your super efficiently and ensure it aligns with both your needs and your ethical principles.
Retirement Planning – Get expert guidance to confidently prepare and look forward to a retirement to enjoy.
We understand that financial matters can be complicated to work through
You're knowledgeable and good at what you do. You’ve succeeded in your career. But when it comes to finances, it feels like you’re missing something and that’s frustrating.
Most of our clients say things like:
"I should know this already."
"I don't know where to start."
"I just want someone I can trust."
We get it. And we’re here to help without judgement, jargon, or pressure.
A Trusted Financial Adviser Gives You Confidence and Clarity
That is, having someone in your corner who knows the system, understands your goals, and getting your finances to support what's most important for you. Thats what you get at VivaEthical:
- Clarity: Understand what your money can do and how to make it work for you.
- Purpose: Invest in alignment with your goals and make a positive impact on your life.
- Control: Feel confident about your financial decisions and know what steps to take next.
- Peace of Mind: Be assured that your financial plan considers your personal financial situation, needs and objectives and that we are bound to provide advice which is in your best interests.
We’re here to help.
A Smarter Way to Build Your Financial Future
1
Book a Free Quick Chat
Start with a no-obligation call to see if we're the right fit and how I can help you achieve your financial goals.
2
Schedule your meeting time
This is THE core stage of the process, to find out about you and what you care about and life and financial goals and timeframes
3
RECEIVE YOUR PERSONALISED STRATEGY
Based on our conversation, we'll draft a tailored financial plan for your review, and we’ll go through it together and make sure it aligns with what matters to you.
4
IMPLEMENTATION OF THE STRATEGY
Once you have approved the strategy, I will help you set up the financial and investment structures that will support you to reach your goals.
About VivaEthical
VivaEthical is a Melbourne-based financial planning practice that works with professionals to help establish financial and life priorities and plan for and achieve realistic financial goals.
Whether you're planning for retirement, refining your investment strategy, or feeling overwhelmed by super and tax, we provide ethical, straightforward advice tailored to address the financial issues that matter the most to you.
Our focus is getting your money to work harder for you and what you care about.
Client Testimonials
"Elizabeth has empowered me with better financial advice. She was always able to explain things to me in a clear way. Through Elizabeth’s knowledge, experience and passion I feel very confident that the advice given was right for my needs. She is a highly ethical person with years of experience. A totally trustworthy adviser."
- Jude, 56 - 65 years, Caulfield North, VIC
"I didn’t think I could buy an apartment or understand my super, but I did. I feel more confident, in control of my finances and very positive."
- Sandy
"Great with the tax and helping us sort out how to buy our home. Couldn't have done it without her help."
- Paul and Linda
"Elizabeth gave me great advice on my current financial situation. She was sure to follow up and checked in, providing me with the care I needed."
- Brittany, under 35 years, Box Hill, VIC
"Hi Elizabeth, thanks again for taking me through this and for all the work you did to understand my needs and wants and prepare this plan of action for me."
- Lina
"Elizabeth gave me great advice on my current financial situation. She was sure to follow up and checked in, providing me with the care I needed."
- BN
“Elizabeth at Viva is great. Best adviser I've come across for ethical investing.”
- Conaill Keniry
“Elizabeth changed my life. She ‘made’ me go back to work!”
- Brenda
“Through Elizabeth’s knowledge, experience and passion I feel very confident that the advice given was right for my needs.”
- June M
“Just in case no one has told you today – you are amazing! You have made me feel excited of the future as I wasn’t in that great a place.”
- AC
Have You Heard Our Podcast?
In Get Ethical with Elizabeth Hatton, we will help you to sort out what ethical means for you and prioritise what’s important by explaining how an ethical investing framework can guide your financial decisions.
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