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Get Started Early

If you’d like to see yourself financially secure, driving a nice car and enjoying the holidays you’ve always wanted, you’ve got one major advantage over a lot of people – you’re young.

The earlier you start with a savings plan, an investment strategy and clever use of superannuation, the more likely it is you’ll achieve the lifestyle you’re looking for.

The money you invest today should earn you a return. That gets added into the funds you already had and gets an even bigger return next year – that’s the power of compounding.

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By starting early you’ve got years of compounding working on your side. Find out how to get started!

What Should You Invest In?

If effectively investing money were easy, everyone would be rich. There are a number of things to consider when it comes to investment; where do you put it – stocks, bonds, real estate or term deposits?

How do you manage the varying risks that come with all these different classes of investments? How do you make sure that the taxman doesn’t cream off a disproportionate chunk of your hard-earned cash?

That’s where a qualified, experienced financial advisor comes in. The team at Ethica Private Wealth Specialists will spend the time with you to get to know just how you see your future, what kind of things you’re in to, and how entrepreneurial you are.

Our team create an investment strategy to get your money working for you, translating jargon into plain English – helping build a portfolio you’ll be proud of.

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Serious about getting your investments right for the future?

Build your wealth by partnering with Ethica Private Wealth Specialists and receive expert advice and real results.

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

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

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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How Ethica Can Help YouBetter Financial Planning is in Our DNA

Credit Card Danger

They open the door to opportunities but, if they aren’t effectively managed, the fees can get out of control and leave you stressed and on the back-foot with your financial plan.

Budget and Saving Plans

Identify where you’re over spending or where you can access extra funds to reach your financial goals like travelling or buying a car.

Insurance: do you need it?

As you accumulate possessions and assets, and your financial obligations and living costs increase, you become very reliant on your ability to work… but what happens if you can’t work?

Lending: What to do when you need to borrow

Between the ages of 18 and 35 is, for many Australians, the time when they need to borrow money for significant projects i.e. building or buying their first home, leasing a vehicle, or financing a start-up business.

Wealth Creation: It starts now

As any person with wealth will tell you, the earlier you start the better. You have the advantage of youth, meaning you can get compound interest working to increase your wealth while you get on with your life.

Superannuation: It’s not just for old people…

Retirement may seem a long way off, but there are few better investments than putting money into your super.

It’s a great way of building your wealth while keeping your tax to a minimum.

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