Your first appointment is obligation and fee free

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Your first appointment is obligation and fee free

If you're seeking professional investment advice, that covers and combines a wide range of services from friendly people that genuinely care for the needs, the current and future lifestyle of you and your family, then feel free to contact us with any questions you may have.

We are completely committed to providing an ethical, individual and personal service and making your association with us not only financially rewarding, but an all round positive experience.

We pride ourselves in being thorough in assessing your situation and objectives, informative and in providing all the facts necessary for you to make an educated decision, which we'll explain in easy to understand terms. We will always recommend that you DO NOT take any action unless you feel totally comfortable with the strategy and with us.

As part of our service, we work together with you and your other professional advisers, such as your accountant and your solicitor to provide a complete and tailored solution to all your needs and requirements. We understand that balancing work and family leaves little time for concentrating on personal financial planning. Working together, we will help you plan for your financial security. A plan is vital in reaching your goals and achieving a better lifestyle for you and your family.

Professional Investment Services can assist you to accumulate wealth, help you to keep it and have you enjoy it!

We Guarantee to always act ethically, honestly and responsibly with everything we do for your and your finances. We furthermore totally commit to your financial well being. We cannot promise our services will always be the cheapest available or give you the highest possible returns, but we guarantee that at all times we will do our up most to achieve your financial goals. Your success satisfaction and well being is our top priority.

Our Services

* Financial Planning
* Business Planning
* Retirement Planning
* Wealth Accumulation
* Redundancy Planning
* Estate Planning
* Tax Planning
* Super & Rollovers
* Asset & Income Protection
* Insurance

We Specialise in Looking After

* Families creating wealth
* Self Funded Retirees
* Professionals
* Business Owners / Operators
* Interstate Investors
* Overseas Investors

Your first appointment is obligation
and fee free
Contact Us Direct on 07 5443 5577

 
Ethica Private Wealth Specialists :
Level 1, 1-9 Plaza Parade, Maroochydore
07 5443 5577
07 5443 2722
Ethica Private Wealth Specialists

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All Sunshine Coast specials onsite are correct as per information provided at time of uploading, please always verify details and dates directly with the organisation to avoid disappointment.