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

  • Retirement Income – How Does Australia Compare to Other Countries?

    Over recent years, there have been some conflicting reports into the retirement prospects for Australian retirees. Back in 2015, a report from the OECD, or The Organisation for Economic Co-operation and Development, suggested that Australia ranked second from the bottom in terms of social equity out of 33 countries. Additionally, figures from the Australian Bureau

    May 17, 2018
  • 6 Destinations Where Your Retirement Savings Can Go Further

    When planning for your retirement, money is often the most important factor. Unless you have unlimited funds, you may often find yourself wondering how far your budget is going to stretch when the time comes. Although there are many great Australian destinations that offer everything you can imagine for your dream retirement, the cost of

    May 17, 2018
  • SV Partners Sunshine Coast 2018 Golf Day

    Great fun was had at the SV Partners Sunshine Coast 2018 Golf Day. Each year Ethica Private Wealth Specialists sponsor a hole and provide lots of prizes. This year the prize, a customised Golf Bag was won by Taryn Goss. We can’t wait until next year!!

    April 17, 2018
  • Are These 9 Wealth Management Issues Affecting Your Cash Flow?

    Few of us are born wealthy and none of us are born with the financial knowledge we need to succeed. It is not easy for most of us to get our finances and budget balancing right the first time, as financial health and stability is more of an acquired skill with all too many of

    March 6, 2018
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