Creating A Financially Secure Future
The team at Ethica Private Wealth Specialists on the Sunshine Coast are here to show you how you could make that dream a reality by employing relevant strategies to suit your current situation and direct you towards your goals.
Just as everyone’s financial situation differs from the next, so too do the financial strategies on offer.
Over the following pages we have prepared a snapshot of information and tips designed to help you get ahead, based on where you are in life right now.
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If you’re keen on investing but don’t have any cash readily available, there are methods we can employ to get you investing sooner by using borrowed funds, known as gearing. This can help you gain more wealth but also exposes you to the risk of losing more. Talk to a professional before you embark on a gearing strategy.
Will your money last as long as you do? It depends on how long you expect to live and how much you’re going to spend!
Before you retire and give up the regular income you get from your job, you may need to think about the lifestyle you expect to have and how it can be funded.
There are many considerations in accumulating wealth and achieving financial security. The approach that is right for you will depend a lot on your financial situation, goals, personality, age. Ethica can review your complete financial situation and guide you on how to tick all the boxes to build greater wealth.
Super is a very tax efficient way of saving for your retirement but it can be a complex area with many options now available. Do you need an industry fund? What about a retail fund? A self managed fund? We can review your situation and provide advice for the most suitable super options available.
The team at Ethica Private Wealth Specialists in Maroochydore on the Sunshine Coast can work with you to assess if a self managed super fund is the most appropriate option for you and ensure that you are aware of both the pluses and minuses before committing.