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

  • 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
  • Investment Strategies to Build Wealth

    Buy Real Estate in New Neighbourhoods You can turn a loan into a real estate investment by researching growing real estate markets. The secret to identifying growing markets is to talk to people. Ask people who are new to your area where they live, especially young people. If they mention somewhere that you’ve never heard

    June 11, 2019
  • Estate Planning for Blended Families

    Everyone wants to think about all of the positives when they get married. Often the planning of finances comes after marriage for many people when they get settled. Around half of all Australians die without a Will.1 While it is confronting to think about what happens when we get to the “until death do us

    June 4, 2019
  • How Retirement Could Affect Your Relationships

    Sometimes when you ask current retirees for insight on their experiences, they won’t tell you about money or housing – they’ll tell you about how retirement affected their mental health, social life, and relationships. For many people, retirement will prompt a huge adjustment in your lifestyle and this, in turn, can affect your relationships, in

    April 1, 2019
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