Investment Strategies

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 planning and investment strategies for your unique circumstance. They will be tailored to help achieve your financial goals.

At Ethica Private Wealth Specialists, we love making a difference in peoples lives. Make an appointment today so you can meet with one of our experienced financial planners.

18-35 years

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

35-55 years

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

Each of these strategies will help you create wealth to support your ideal lifestyle. They can also 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. Your approach may include 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.