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.
When the doctor told Justin Harrison he had a hole in his heart, it came as quite a shock. In this video Justin talks about the surprising diagnosis, the surgery, and the one decision he made that gave him and his family some peace of mind.
Every one of our clients is unique. It’s our job to listen, ask the right questions and get a real sense of who you are. Only then, can we begin to help you create a financial plan that can really work for you.
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.
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.
“It’s important that you’re comfortable from the start.
That’s why the first meeting is at our cost.”
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.
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.