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

  • Budgeting Tips to Help You Save For Retirement

    All good retirements start with careful and considered financial planning – and that financial planning should at least include plans for wealth creation, asset protection, and budgeting. A good financial planner will be able to help you with all of this, but today we’re going to be focusing specifically on budgeting and outlining some helpful

    September 15, 2018
  • 4 Ways to Pay Off Your Mortgage Faster

    Most people out there would prefer to begin their retirement with no debts and a boat load of savings, but to do so is no easy task. With the average mortgage price being so much higher now than it was a few decades ago, the idea of paying off your mortgage before retirement can feel

    August 3, 2018
  • Risky Investment Opportunities in 2018

    A crucial component of proper wealth management is understanding how and when to invest your money. Investment can help to safeguard your wealth against inflation and boost your retirement savings pot, but it isn’t without its own set of disadvantages. Investment carries numerous risks, and nobody can guarantee that an investment won’t lead to monetary

    July 25, 2018
  • Can You Continue to Work in Your Retirement Years?

    Not everyone wants to give up work when they reach retirement age. Continuing to work can be a great way to stay social and active – not to mention earn a little extra, too. It’s no surprise, then, that some pensioners in Australia are choosing to stay in the workplace well into their 70s. Read

    July 13, 2018
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