Free 2 Hour Wealth Creation Session

Under 35? Get ahead of the curve

Getting in early gives you more time to build your wealth & plan for your future. Before you’re caught in finance traps, talk to the professionals.

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Between 35 and 55? It's crunch time.

Thinking finances only means bills, mortgages & endless expences? Let us reframe your relationship with money so your dollars work harder for you.

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Over 55? Reap the benefits.

Retirement on the horizon? We’ll help prepare your desired lifestyle. Let us strategically focus your investments, matching finances+spending forecasts

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servicesEthica Private Wealth Specialists can help you to accumulate wealth, protect it and enjoy it!

Investment Strategies

Uncover the investment strategies relevant to your situation and goals.

Gearing/Borrowing to invest

You don’t have to wait for the cash; invest sooner with borrowed funds

Retirement Planning

Plan your retirement so you can fund your ideal lifestyle.

Wealth Creation

Tick all the boxes across your financial portfolio to build greater wealth.

Superannuation

Sort out your super for tax efficient savings for your retirement.

Self-Managed Super Funds (SMSF)

Get hands-on creating and managing your own super fund.

Life Insurance

Protect your home, family and income from the uncertainties of life.

Lending & Finance

Partner with our expert finance broker for streamlined lending options.

Estate Planning

More than just preparing your Will; get your estate financially in order.

testimonials

Because life is full of uncertainties, Ethica Private Wealth Specialists believe that planning for a better future is the best way to achieve it!We will work with you towards your specific goals so you can enjoy the lifestyle you desire now and in the future.

Free 2 Hour Wealth Creation Discovery Session

news and updates

  • Retiring on the Sunshine Coast: Financial Planning

    The Sunshine Coast is one of Australia’s most popular retirement destinations. Flocks of grey nomads and silver surfers come to bask in the lifestyle of Sunshine Coast living. However, the Sunshine Coast is expensive and it is important to have a proper wealth management plan for your retirement in place to maximise your quality of

    September 10, 2019
  • Good Debt vs. Bad Debt: What’s the Difference?

    One thing that keeps most people up at night is debt. Australian household debt has risen over the past 30 years as more people rely on car loans and credit cards. In Australia, the ratio of debt to income has more than doubled between 1995 and 2018, from 104% to 216%1. This means that a

    July 4, 2019
  • 9 Creative Ways to Retire Early

    Retiring early can seem like an impossible goal. Even more so if you look at it from a purely cash-based perspective. There are a lot of strategies you can use to leave the workforce early. 1. Pay Off Your Debt First things first, pay off your debt. You may not be able to afford to

    June 25, 2019
  • How to Budget For Travel in Retirement

    When people think of retirement, they often imagine themselves exploring the world and using all of their newly found free time to do everything they never had time for while they were working. There is an argument to be made that retirement is the perfect time to travel and explore the world. All of the

    June 18, 2019
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