Investment Strategies from Ethica Private WealthYour Sunshine Coast Financial Planning Specialists

When the team at Ethica Private Wealth Specialists structure an estate plan, they look at a number of factors to ensure the distribution of your assets are done in the most financially viable and tax-effective method in-line with your wishes.

An estate plan will come into effect in the event of your death or if you become unable to manage your affairs.  If you don’t have a legally valid Will or estate plan before one of these events, you may add extra costs and stressors for your loved ones in an already difficult situation.

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With over two decades of experience, you know your financial future is in safe hands with the team at Ethica

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With literally thousands of investment options to choose from, our team can find what’s right for you

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Your financial advisor is based right here on the Sunshine Coast, right across from Sunshine Plaza in Maroochydore

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What does an Estate Plan do?

  • Gives you professional advice on structuring your assets in a way that gives you access to tax advantages.
  • Ensures your wishes are clearly recorded in legally binding documents.
  • Gives you peace of mind that your affairs will be managed by someone you trust if you become unable to manage them, or die.
  • Protects your children’s inheritance despite potential relationship breakdowns.
Last will and testament with pen and glasses concept for legal document

The team at Ethica Private Wealth Specialists would love to help with your investment planning and invite you to a free consultation to discuss your goals further.

Contact us on (07) 5443 5577 or complete the form below.

When should I create or review my estate plan?

When you enter or leave a marriage
When your children are born
When close loved ones die
When you gain or lose assets
Talk to Ethica Private Wealth Specialists about structuring a sound Estate Plan to gain peace of mind for your assets.
Call us on (07) 5443 5577 or complete the form and we’ll arrange a meeting to discuss your needs.

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