Help us build and protect your wealth, with private wealth services tailored to your specific needs.
Elston Wealth Advice is a team of trusted professionals who understand investment, planning and people. Our greatest skill is listening. So come in for a chat. Tell us what you want to achieve and we’ll create a plan around your goals.
“Informative, pleasant, polite, helpful, knowledgeable and easy to communicate with. Michael and Cameron have been excellent.”
Neville Schneider
When it comes to financial advice, retirement planning is really just the tip of the ‘adviceberg.’ A good adviser can also be a sounding board when important decisions need to be made. A help with all the things that can give you greater peace of mind.
It’s one of the most common questions we get asked. “How much is enough to retire on?” The answer of course depends on lots of factors. To find out what they are, watch this short video by Elston adviser, Michael Kahric.
I’ve been with Elston now for quite a few years. All the people I deal are professional and highly personable. My major advisor is Ben Greenwell, who is one of nature’s gentlemen and a thoughtful, prudent advisor.
Gold Coast
Informative, pleasant, polite, helpful, knowledgeable easy to communicate with. Michael Kahric and now Cam have been excellent to deal with.
Brisbane
I’ve been very impressed with Elston’s honesty, fairness and balanced approach to our personal situation. They’ve even pointed us towards government support that we weren’t aware of. We have recommended Elston to a number of our friends. Keep up the good work Elston.
Brisbane
For 9 years now Elston has helped me with my superannuation. My current dealings with Cameron have been very productive regarding changes to my portfolio. I would have no difficulty in recommending Elston as a financial adviser of high regard.
Brisbane
I’ve been with Elston for 8 years. I have great faith in the advice they provide. I trust them implicitly and would recommend them to anyone interested in investment services.
Ballina
Friendly and reliable, true to their word. Highly recommended for your financial goals and needs. I love the way I can still have lots of input in my affairs. It’s a team effort.
Canberra
Elston are large enough to provide specialist advice, but not so big that you lose that personal relationship. The client portal is handy too. I can track my investments on a daily basis.
Sydney
They tick all the boxes. They’re highly professional and their advice is always honest and reliable. Our partnership with Elston is strong and we look forward to many more years to come.
Gold Coast
I can honestly say that we’ve been very pleased with the superannuation advice we’ve been given. Elston truly go above and beyond to give us the best outcomes.
Brisbane
In the 12 years that Elston has helped us with our retirement plans, we’ve felt comfortable knowing we have a team of experienced advisers who understand what we’re trying to achieve.
Brisbane
Your first meeting with us is at our cost. So feel free to reach out. The process from there is simple. To help you feel at ease, we’ve drawn up the five steps for you below.
In our first meeting, we start by listening. We want to understand your goals, your experiences with investment (good and bad) and what's important to you.
Based on your circumstances, your risk profile and your goals, we develop a financial plan for you that is then presented and discussed.
We provide a Statement Of Advice (SOA) that includes recommendations and fees. Accepting the SOA gives the adviser the okay to proceed.
In this phase we execute the agreed strategy. This could involve managing rollovers, buying assets e.g. shares, and setting up investment structures.
Each year we meet to review your investments and see how any changes in your life might affect future plans.
For an obligation free chat about your financial planning needs, please fill out the contact form below or email info@elston.com.au.
Elston Gold Coast
07 5557 3000
Level 12 Corporate Center, 2 Corporate Court,
Bundall QLD 4217
Elston Brisbane
07 3211 9555
Elston House, Level 5, 850 Ann St,
Fortitude Valley QLD 4006
If you have any questions about financial planning, we’re here to help. Simply fill out the form below and one of our advisers will get back to you.
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Elston Group - ACN 130 771 523
EP Financial Services Pty Ltd - ABN 52 130 772 495 / AFSL 325 252
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