Arthur Phillip himself could not have predicted the rise of Sydney to become Australia’s financial capital and one of the world’s great destinations in 2019.

Sydney is home to the Australian Securities Exchange, the Futures Exchange and Reserve Bank of Australia. One in five Australians lives in Sydney*. The CBD is a global shopping and commercial hub. International manufacturing coexists alongside biotechnology in the greater Sydney area.

There is so much opportunity to attract and grow wealth here

Sydney is a wealthy city, overflowing with business professionals and affluent individuals. Adding to the already booming population, in recent years we’ve had and continue to have a healthy migration of high-net nationalities to Australia, further enriching the local market.

There is nothing more Australian than the harbour lifestyle. It’s the place to be. Many Sydneysiders have traditionally built wealth and capital by investing in direct property. While property will never go out of fashion, especially in the waterside suburbs, with the opportunities from the global economy we are living in, it could be time to think about diversifying assets.

If you have capital on hand, perhaps released from an investment property, or you are looking for an alternative way to grow wealth over time – in the right hands, a diversified investment portfolio can be a great alternative.

A trusted adviser is a good investment

It’s not surprising that the best financial minds in the country are attracted to Sydney. Our credentialed specialist advisers are experienced at working with high and ultra high-net-worth individuals. Most of our advisers hold the CFP® (Certified Financial Planner) and/or SSA™ (Self Managed Super Fund Specialist Adviser) accreditations.

Identify, build, protect

Identifying pathways to build and protect wealth is nothing new for Sydney investors. Self Managed Super Funds (SMSF) and other long-term financial strategies have paved the way for many retirees in Sydney to achieve their goals. Whether it is managing income, maximising future outcomes, educational funding, tax and insurance, or even retirement planning, your financial planning strategy should prepare you for all of life’s stages.

In 2019, what will your financial goals be?

With advisers specialised in family law situations, self-managed super funds, philanthropy, insurance and investment advice, there is no personal or financial situation too complex for Elston. We’re able to provide exceptional service while collaborating seamlessly with all stakeholders.

Is it time to review?

Your overall strategy and financial goals need to be thoroughly reviewed every 12 months. As your life and situation changes so too should your financial plan grow and evolve with you. At Elston’s Sydney office, your personal adviser will work in collaboration with an experienced investment team dedicated solely to identifying opportunities within the market to grow your wealth. The opportunities this creates can be used to revive a stagnant Self-Managed Superannuation Fund, diversify investment holdings and rebalance portfolios to achieve your financial goals.

Elston’s financial planning Sydney team is centrally located on Level 13, 227 Elizabeth Street. We employ a rich combination of experience and local knowledge of the unique factors that affect and drive Sydney’s economic climate. We understand how the city operates in the global financial market.

Get in touch with Elston Sydney

Level 13, 227 Elizabeth Street,
Sydney NSW 2000
Ph: 02 5646 2000

 

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