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.
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.
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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.
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…
Our experience with Ethica over the past number of years we have been clients has been exceptional. Ethica is a very professional company and all questions asked regarding our investments are thoroughly answered. Their service is wonderful – as are all the staff.
As busy business owners, finding time to build our wealth for a secure and worry-free retirement has been an ambition of ours since we hit the big Four-O! Fortunately for us we were introduced to the team at Ethica Private Wealth Specialists and from the initial consultation and subsequent visits we…
I would highly recommend Michael and his team at Ethica. They are great to deal with. Ethica has helped me put in place a long-term wealth creation plan and have ensured that I understand and am comfortable with everything. The team have been there for any and every question and query that I have ha…