How do you picture
your retirement?

Retirement is different for everyone

Maybe you picture an active retirement packed with travel and adventure. Or perhaps you see yourself staying close to home, enjoying the good life with family. However you see the future, Elston can help you plan for that day.

Learn More

Download our free brochure

If you’d like to know a bit more about Elston, download our brochure. It’s a good introduction to the Elston approach and how we help our clients work towards a better future. If you have any specific questions, don’t hesitate to get in touch.

Get the brochure

Justin talks about his journey

From his days as a professional rugby player, through to his time as a coach and commentator, Justin Harrison has placed his faith in good financial advice. Watch his story to see how Elston helped him to navigate life’s changes with confidence.

Watch the video

“It’s important that you’re comfortable from the start.
That’s why the first meeting is at our cost.”

Step One

Getting to know you

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.

Step Two

Developing a Plan

Based on your circumstances, your risk profile and your goals, we develop a financial plan for you that is then presented and discussed.

Step Three

Statement of Advice

We provide a Statement Of Advice (SOA) that includes recommendations and fees. Accepting the SOA gives the adviser the okay to proceed.

Step Four

Strategy Implementation

In this phase we execute the agreed strategy. This could involve managing rollovers, buying assets e.g. shares, and setting up investment structures.

Step Five

Progress Review

Each year we meet to review your investments and see how any changes in your life might affect future plans.

How can we help you?

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.

Specialised Services

At Elston we have advisers who specialise in everything from self managed super funds to business succession and philanthropy. Click on any of the panels here to learn more about a specific area of expertise.

Philanthropy Self Managed Super Life Insurance Business Succession Retirement Planning Family Law