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28th March 2023 - Private Wealth
This month we presented a special webinar for accountants that talked about SMSFs and the collaborative role that Elston can play in helping clients to get their funds working harder. Elston Partnership Executive Eric Armbrust hosted the session and Senior Private Wealth Advisers Damon Bensein and Claire McGregor shared stories and insights that highlighted the importance of partnering with specialists who are client focused and strong on communication.
If you would like more information please call 1300 ELSTON or contact us.
This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product. You will find further details of the service we provide and any cost to you within the Financial Services Guide. Any references to past investment performance are not an indication of future investment returns. Prepared by EP Financial Service Pty Ltd ABN 52 130 772 495 AFSL 325 252 (“Elston”). Although every effort has been made to verify the accuracy of the information contained in this material, Elston, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this material or any loss or damage suffered by any person directly or indirectly through relying on this information.
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