We Are Your Sunshine Coast Financial AdvisersProtecting financial futures for over __ years
Your relationship with your financial adviser is a very personal one. It’s all about trust. You need to be comfortable that we have the knowledge and expertise to provide you with the right solutions, that we understand the kind of person you are and the goals you want to achieve, and that we care about doing our very best for you.
At Ethica Private Wealth Specialists, our reputation for providing high quality investment advice is paramount. As leading Sunshine Coast financial advisors, we have decades of collective financial experience. Financial planning is more than just a job to us – we live and breathe it. It’s more than what we do, it’s who we are. It’s in our DNA.
We want your association with us to not only be financially rewarding for you, but to grow into a long term relationship that is a positive experience. That’s why you will always receive completely ethical, individual and personal service from us.
Our Guarantee To You
We promise to always act ethically, honestly and responsibly with everything we do for you and your finances. We furthermore totally commit to your financial well-being.
We cannot promise our services will always be the cheapest or give you the highest possible returns, but we can promise that at all times we will do our utmost to achieve your financial goals. Your success, satisfaction and well-being are our top priority.
Ethica's Mission Statement
To develop long term strategies to improve the living standards of our clients throughout their lives through innovative products designed to suit their specific circumstances.
To find out more about our group or take that vital first step, please contact our office. We will be happy to answer your questions in a personal, obligation and cost-free consultation.
Click here to make an appointment.
Here's how that works...
You’re busy with family and work – we understand that. And we understand too that this often leaves you with little time for focusing on your personal financial planning.
That’s where we come in. We’ll work together with you to help you plan for your financial security and accumulate wealth.
Firstly, your situation and objectives will be thoroughly assessed. Then we’ll provide you with all the facts necessary for you to make an educated decision.
It’s vital that you feel totally comfortable with the strategy – and with us – before you take any action.
We can work closely with your other professional advisers such as your accountant and solicitor to ensure we provide a complete and tailored solution to all your needs.