Overview
Mindful Money is a New Zealand–based charitable trust established in 2018. It was founded to improve transparency and accountability in the financial system, with a particular focus on how personal savings and investments are allocated. The organisation is guided by the principle that investors should be able to understand whether their money aligns with their values.
Operating independently, Mindful Money works at the intersection of finance, ethics and public interest. Its activities are primarily oriented towards retail investment markets, including managed funds and KiwiSaver schemes.
Mission and focus areas
Mindful Money’s mission is to make money a force for good by increasing visibility into investment practices and outcomes. It seeks to empower investors with clear, accessible information while encouraging stronger responsible investment standards across the financial sector.
The organisation focuses on ESG-related issues such as climate change, fossil fuel exposure, human rights, environmental harm and corporate responsibility. By highlighting sustainability risks and impacts, Mindful Money supports the integration of ESG considerations into investment decision-making and long-term value creation.
Structure and governance
Mindful Money is governed by a Board of Trustees and supported by an Advisory Board, which together provide strategic direction and oversight. A small operational team manages day-to-day activities and collaborates with researchers, civil society organisations and sector experts.
As a registered charity, Mindful Money is funded through grants, donations and partnerships. It does not operate as a commercial research provider, supporting its independence from financial institutions and industry bodies.
Programs and offerings
Mindful Money delivers practical tools and research designed for investors, financial advisers and sustainability practitioners. Its core offering is an online fund checker that allows users to see where KiwiSaver and managed funds are invested.
The organisation also produces research reports, educational resources and explanatory content on ethical investment and financial transparency. In addition, it undertakes advocacy and engagement with fund managers and policymakers to encourage improved disclosure and stronger ESG practices.
