Sunshine Coast Wealth Creation SpecialistsBuild your wealth for a financially secure future

When you work with the team at Ethica Private Wealth Specialists we help you navigate the myriad of options available to you in order to create the wealth that you desire for your short- and long-term goals.

Understand more about wealth creation strategies for your particular stage in life by clicking the age group buttons below.

For comprehensive strategic planning and advice, contact the team at Ethica Private Wealth Specialists and book in a complementary initial consultation valued at $440.
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Free 2 Hour Wealth Creation Discovery Session

Need to find a financial planner? You're in the right place

Industry Leaders

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

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Ultimate Flexibility

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

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Local Support

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

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Investment Strategies

Investing is a great way to build more wealth and we can explore a range of strategies to see your money work harder for you than it would just sitting in a bank account. Some strategies we may suggest include dollar cost averaging, diversification and borrowing to invest (known as gearing).

We also look at your investments inside your superannuation fund and can provide advice on whether you need to make adjustments to your contributions, fund or setup.

Find out more about our Investing, GearingSuperannuation services.

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Maximising your entitlements

There are a number of levies and surcharges, offsets and rewards that apply to health insurance and the team at Ethica Private Wealth specialists can help you avoid additional surcharges and take advantage of possible rewards by managing your private health insurance options.

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.

Using the correct tax and investment structure

Ensuring you have the correct tax and investment structures can make a difference to your bottom line (especially if you are a business owner), as long as your choice of structure is made for the right reasons.

Seeking the advice of a professional financial adviser is recommended to ensure you make a well-informed decision. We will work in collaboration with your tax advisers so we can structure the advice to incorporate the alternative outcomes of each structure in your personal situation.

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Charitable giving

During the course of creating your own wealth it is always worth remembering those less fortunate especially when many charitable organisations have been afforded tax-deductible gift recipient status.

Your donations may be modest as you start a wealth creation strategy. Later, when you approach financial independence and are able to offer greater generosity, tax considerations may become more pertinent.

For example, if selling an asset with large taxable capital gains, it may be an appropriate time to consider a charitable gift whereby the government effectively funds half of your donation by way of the tax deduction available.

If philanthropy is a significant goal for you, it is now possible to set up your own charity to benefit good works throughout your life and leave a lasting legacy.

How should you manage your money?

Which strategies are the best for your situation? Simply call us to arrange a complimentary initial consultation worth $440.
Find out more wealth creation strategies based on your age group or by completing the form below.

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