Lee sells

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We're thrilled to share that three of our existing staff, Mark Holtom, Melaney Clark and Francesca Snell are collectively acquiring the majority of Ethical Investing NZ Ltd from founder shareholders Peter & Val Lee, ensuring our firm remains proudly employee‑owned, values‑led, and future‑focused.

Over recent months we received several external approaches, which was flattering and a real acknowledgement of the strength of our business and our clients. But ultimately, staying independent and true to our purpose mattered most.

As Mark puts it:
“We realised we might lose some of the things that make this firm special, our close client relationships and our freedom to chart our own destiny.”