Our people

Barry Coates

Founder & CEO

Mindful Money has been initiated by Barry Coates, with the support of experts in the investment community and sustainability networks. Barry started work on ‘ethical investment’ around the establishment of the UK Social Investment Forum in the early 1990s. He has a Masters in Management from Yale University, majoring in finance, and was a corporate strategy consultant in the US. Barry has a National Certificate in Financial Services (Financial Advice Level 5) from the Open Polytechnic.

Barry’s relevant experience includes leading the mainstreaming of fair trade in New Zealand - fairtrade revenues grew by an average of 45% per annum for a decade. He has managed social marketing campaigns over two decades, most recently as Executive Director of Oxfam in 2003-14. Subsequently Barry developed a sustainability programme at the University of Auckland Business School and served in Parliament as a Green Party list MP in 2016-17. Barry started Mindful Money to bring transparency to finance, empower investors, shift funding away from pollution and exploitation, and to ramp up funding into social benefit, environmentl regeneration and climate action.

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You should be prudent about your investment.

Investing involves risk. The value of investments can go down, as well as going up. You might lose some of your capital invested. The information provided on this website is not a recommendation to buy, sell or hold any financial products. Nothing on this page is financial advice for the purposes of the Financial Markets Conduct Act 2013 and any associated regulations.

Before investing, consider your investment aims, your values and your risk preferences. You should read the Product Disclosure Statement for the investment fund carefully. It contains the fund’s investment objectives, risks, fees and other information which you should know before investing. This website has a list of the advisers that are registered with the Responsible Investment Association of Australasia. You should contact an investment adviser before investing if you have questions or if you are unclear about the implications of your investment decision.