Why Us?Sunshine Coast Financial Planning with Ethica Private Wealth
When planning for the future we understand that it’s not all about the money, rather it’s ultimately about setting you and your family up for opportunities and a desirable lifestyle, and to do that you need to ensure you have the funds to meet your current and future needs. We can show you how.
The services we provide are to give you the most relevant and useful information so that you can make informed decisions for your own financial future to reach your particular short- and long-term goals.
We know what it’s like to want to improve your situation and how great it feels when you reach your goals. It’s our calling to help you experience the joy and relief of financial security so that you can say ‘yes’ to more opportunities and can leave money stresses behind.
The team at Ethica are completely committed to providing an ethical, individual and personalised service and making your association with us not only financially rewarding, but an all-round positive experience.
What Makes Us Different?
There are many paths that can lead to financial success, but the one YOU need is the one that will work for YOU and your goals. Ethica’s approach to financial planning involves asking lots of questions so that we truly understand your circumstances and aspirations and can identify the right financial strategies for your personal situation.
When you partner with us, be prepared to discuss your current position, your goals and resources, what is working for you and what you would change if you could – in detail. Don’t feel embarrassed if you think your finances aren’t where they should be – we won’t judge you at all because it’s our job is to help you improve things!
Our Fee Structure
Financial planning is a valuable service, which can significantly impact upon your financial security. Before proceeding with any financial strategies, we clearly outline costs and any benefits we receive so that you can be confident in knowing that the advice given has only your best interests and financial future in mind, and that there are no hidden extras or kickbacks.
We focus on quality advice suited to your requirements and fees are charged accordingly.
We promise to put your needs first
The team at Ethica Private Wealth Specialists focus on you and your financial needs and provide you with strategic advice to reach your goals.
The six step financial planning process is as follows:
Gather your financial info
Identify your goals
Identify financial issues
Prepare your financial plan
Implement the recommendations based on your financial plan
Review and revise the plan at regular intervals or when circumstances change.