Ethica Private Wealth Specialists: Our Guarantee and Mission Statement

Financial advisors will always have bold claims just to get as many clients as possible. Here at Ethica Private Wealth Specialists, we abide by ethical values that reflect our guarantee and mission statement. We would never promise something our team can never accomplish because we always aim to give our clients the best service possible.

Our Guarantee

We treasure our clients’ trust more than anything which is why we want to preserve it in any way we can. Our guarantee is to always act ethically, honestly and responsibly with everything we do for you and your finances. Throughout our years of service, our team has always prioritised the needs of the clients before theirs. This means that we will fully commit to each of our clients’ financial well-being.

Although our services may not be the cheapest or gain the highest possible returns in the market, take comfort in the fact that we will do our utmost to help you achieve your goals. Certain elements of risks can also be inevitable in investment but we will do everything we can to help you minimise the chances of making poor choices. Whether you require aid with financial planning, finance broking, superannuation, investment, insurances and self-managed super funds, your satisfaction is first on our list of priorities.

Mission Statement

“To develop long term strategies to improve the living standards of our clients throughout their lives through innovative products designed to suit their specific circumstances”.

What we do as financial advisors is summed up in this statement. We know how everyone working hard to earn money seeks financial security now and in the future. Our profound understanding of financial planning allows us to identify the right financial strategies for you no matter what the personal situation you are in. First, we take our time to get to know you and from there, we work out plans that can lead you to financial success.

Ethica Private Wealth Specialists is privately owned and operated and our team of specialists have access to a wide range of product options. Our role is not to sell financial products but to guide you in making informed decisions based on your financial needs. We don’t stop there, however. Once your financial plan is implemented, we review and revise at regular intervals to help you adjust to any changes.