Investment Strategies

While investments can provide significant financial rewards, there are also certain risks associated with it therefore, it is important to be fully informed before making your decisions. At Ethica Private Wealth Specialists we take into consideration many investment strategies to find the most suitable one for you. Some of these include;


Dollar cost averaging

Helps to remove the guesswork on your investments by investing money over time instead of in a lump sum.



Avoid putting all your eggs in one basket and look at different assets like, cash, bond, shares and property investment strategies.


Borrowing to invest

A quick way to build your wealth where the interest payable on investment loans is normally tax-deductible.

Here’s a snapshot of what you need to know.

Whatever your financial position we’re here to help. We can assess your current financial situation and find the right strategies for your unique circumstance to achieve your financial goals. At Ethica Private Wealth Specialists we love making a difference in peoples lives. Make an appointment today to chat with one of our experienced financial planners.

18-35 years

Investing regularly, with informed and considered strategies, is a fantastic way to achieve your personal goals. A considerable advantage of beginning your investment strategy earlier in life is the beauty of compounding – generating earnings on earnings.

35-55 years

Considering a variety of strategies including dollar cost averaging, diversification and borrowing to invest are all wise choices during this life stage.


Each of these strategies will help you create wealth to support your ideal lifestyle and set the foundations for you to achieve your financial goals for the next ten to fifty years.

55+ years

For those who are in a reasonable financial position, this is a time of consolidation and considered investment including blue chip stocks, salary sacrifice superannuation and perhaps even a self-managed super fund. However, if your retirement fund isn’t looking as robust as you’d like, then the time from 55 to retirement is a question of balancing risk with reward.

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