Financial Planners On The Sunshine Coast

Ethica Private Wealth Specialists help everyday people like you to find financial freedom. We understand that financial freedom looks different for everyone depending on where you’re at in life. Whether it’s setting yourself up to be debt free, travelling more, supporting your family or retiring, we can guide you through these transitions with our professional team of experienced financial planners.

We’re here to help you achieve your financial goals, but we’re more than just a financial advisor. At Ethica Private Wealth Specialists we genuinely care about your needs and always put them first and foremost. We strongly believe in freedom through choice and act with integrity and honesty in everything we do.

Why Choose

This Sunshine Coast Financial Planner?

Utilising only the most relevant and useful information, we’re able to provide tailored advice to reach your financial goals, and as leading financial advisors, we have decades of collective financial experience.

We offer our services in a caring and non-judgemental environment, which we believe lays the foundation for positive and lasting relationships. Our financial planners in Maroochydore will tailor their advice to suit you.

Our Process

Ethica Private Wealth Specialists

With a combined experience of over 55 years, it’s fair to say the team at Ethica Private Wealth Specialists know what they’re doing when it comes to your finances. But it’s not only their expertise that sets them apart. It’s their integrity, compassion and a genuine motivation to help make a difference in people’s lives that make them such an accomplished team.

Michael Goodwin

Financial Planner- AR number 246810

With over 30 years of financial planning experience, founder of Ethica Private Wealth Specialists Michael Goodwin, has been guiding Queenslanders to finding the right financial path with his keen sense of financial acumen for many years.

Discovering a love of finances at a very young age, Michael has a genuine passion for financial planning and specialises in superannuation and self-managed super funds, investment management, and strategic advice for long-term wealth creation.

If you would like to speak with a financial advisor Maroochydore locals recommend, Michael offers free assessment meetings in a friendly environment.

Jen Burrows

Senior Associate

Jen has more than 25 years’ experience in banking and finance. She enjoys seeing her clients find success from the strategies she helps put in place and is particularly passionate about working with small business owners, young families and pre-retirees to build and protect their wealth.

Book your Free Financial

Assessment Session

Thinking of contacting a financial advisor on The Sunshine Coast about wealth creation, retirement / estate planning advice, superannuation planning or other specific plans? Then click below to book your FREE Financial Assessment Session. We can discuss your situation and goals, then talk about ideas to best achieve what you want to happen.

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