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.


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.


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

  • 10 Smart Money Moves that Could Help You to Better Manage Your Finances

    Managing your finances correctly isn’t easy. Everyone’s financial picture is unique and there is no one-size-fits-all solution for good financial management. That’s why you should always consult a financial planner before you make any important financial decisions. That being said, there are some basic money moves that often make good sense, and we’ve prepared a

    February 28, 2019
  • 7 Tips for Managing Your Mortgage

    Securing a mortgage on your dream home can be difficult. A lot of people believe that once you have the mortgage secured, the rest will take care of itself. Whilst this may be true, managing a mortgage properly in order to protect your credit rating and minimise the number of years it takes to pay

    February 24, 2019
  • The Pros and Cons of Downsizing Your Home For Retirement

    When preparing for retirement, finding ways to make more money and increase your retirement pot can often be at the forefront of your mind. By doing just a little bit of research, you’ll probably be overwhelmed by the number of tips and tricks you find to help you to get ready for retirement. Some blogs

    January 30, 2019
  • 4 Tips For Reducing Your Debt in Preparation For Your Retirement

    When it comes to retirement, everyone’s financial circumstances are different. Some people are thoroughly prepared and are looking forward to a healthy budget once they retire. Others may be more concerned about the amount of cash they have to play with when they decide to stop working. In an ideal world, everybody would retire without

    January 22, 2019
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