How do you see your financial future?

At Ethica Private Wealth Specialists, we understand that your attitude to your finances is a very personal thing. It comes from within. It’s in your DNA. Some people are very conservative, while others are willing to risk more for a greater reward.

Some look to the short term, while others are in it for the long haul. It’s about who you are … and who you want to be. Do you plan for the future, or take life one day at a time? Do you run from risk, or embrace it? Do you hope for the best, or prepare for the worst?

At Ethica Private Wealth Specialists, we spend the time to understand you: your circumstances, your goals, your stage in life. No matter what your financial style is, our financial advisors and planners will work with you to plan the future you want, with a specific and individual strategy tailored to suit you.

Because better financial planning is in our DNA.
“I would highly recommend the team at Ethica. They have been there for every question.”
-Nicole Gibson, Brisbane


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It’s Our Job To Help You Achieve Your Goals

Some people worry about talking to a financial planner or adviser because they don’t think they earn enough money, or because they’re embarrassed about how poorly organised their finances are-be it about their home loans or car finance issues—but that’s not a concern with Ethica. We understand – we won’t judge you. It’s our job to help you put those things right and get your finances, whatever their size, working for you.

If you’re searching for a Sunshine Coast financial planner, you can trust Ethica Private Wealth Specialists to give you peace of mind by helping you create the right plan for your situation. Simply arrange an initial complimentary WealthMaker consultation with an advisor, provided at our expense. This is the opportunity for you to learn more about us and so we can begin to understand you. Following this meeting, you can decide if you want to listen to our experts’ financial advice and proceed to the next step with a plan tailored just for you.

Want to get started? Click here to arrange a free appointment

Our Promise To You

We promise to always act ethically, honestly and responsibly with everything we do for you and your finances. We totally commit to your financial well-being.

Your success, satisfaction and well-being are our top priority. We promise that our financial planners and experienced mortgage broker will work with you to achieve your financial goals.  >> Discover more about Ethica

To find out more about how we can help you, visit our contact page and fill out the form or call us on (07) 5443 5577. Located directly across from Sunshine Plaza, we service the whole Sunshine Coast and surrounding areas of South East QLD – from as far north as Noosa, down through Maroochydore, Nambour, Buderim and Birtinya, and as far south as Caloundra and Pelican Waters.

What our clients say…

Hi Michael & Jen, Many thanks for your time today & such a great discussion once again. You guys really don’t get enough accolades including from us, you deserve much more positive recognition for looking after everyone as individuals the way you do. Everyone feels like they are the important…
Barry & Lisa O'BrienO'Brien Painting Contractors
Home March 22, 2014


General Advice Warning

The information provided is of a general nature only. You should not act on it without first obtaining professional financial advice specific to your circumstances. Only financial planning advice is authorised by Professional Investment Services Pty Ltd. Review Our Financial Services Guide to learn more.

Credit advice is authorised by Centrepoint Lending Solutions Pty Ltd.

Ethica Private Wealth Specialists Pty Ltd ABN 31 107 021 063 is a Corporate Authorised Representative 457118 (CAR) of Professional Investment Services Pty Ltd, ABN 11 074 608 558, an Australian Financial Services License holder (No. 234951). W: P: 07 5574 0244 E: [email protected] | Complaints

^Jayne Wiklund (376086) and Ethica Private Wealth Specialists Pty Ltd (422544) are Credit Representatives of Centrepoint Lending Solutions Pty Ltd. ABN 40 100 947 804 | Australian Credit Licence 377711 W: | P: 02 9921 6900 | E: [email protected]