Welcome
Welcome to Caledonia Wealth Management, where financial growth meets responsible investing in line with Environmental, Social, and Governance (ESG) principles.
At Caledonia, we believe in a bright, sustainable financial future for both you and the world we live in. Our commitment goes beyond traditional financial planning. Our unique approach employs modern wealth planning strategies that embrace the power of sustainable investing to align your financial goals with positive impact.
Sustainable INVESTING
Sustainable Investing is a key tenet of our investment management approach. We’ll help you incorporate your values into your investments.
We make it easy to take the first steps, whether in-person or online. Setting up accounts has never been easier.
Have AN IMPACT
Whether it is fossil-fuel divestment, gender equality, climate action or good health and well-being, there are countless responsible investing themes that a well managed sustainable investing portfolio can include. Your personal values and goals are our utmost focus.
Have you ever wondered how your money is really invested? We are here to talk through all your questions. Receive a free portfolio evaluation to find out if your investments match your values. No minimum asset size required.
Natural Capital
Find out why we were one of the first signatories to this important global declaration.
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RETIREMENT PLANNING
Thoughtful planning is vital in ensuring you are prepared for your golden years without any unwanted surprises.
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