Help us build and protect your wealth, with private wealth services tailored to your specific needs.
21st June 2018 - Private Wealth
At Elston, we have a strong focus on evolution and innovation. To reflect this, our logo features a double helix DNA strand, which reinforces our intrinsic commitment to provide customised financial solutions. With this in mind, we are pleased to introduce one of our newest service offerings – our Wealth Partner Service.
Our Wealth Partner Service is an advice solution designed to accommodate the ever-changing needs of our clients and their families. We help our clients define goals and objectives, which often includes consideration for family members, such as children.
In some cases, they may not have the same strategic requirements or the need for superior after-tax management of their portfolios, however, they would benefit from establishing solid foundations. It is likely that many life events will occur such as marriages, starting a family, buying a home and establishing a business, just to name a few. Many of these events will require an element of financial decision-making, and this is where we can offer assistance. However, our Wealth Partner Service is not purely reserved for family situations. It will also offer tailored solutions for clients who don’t have complex needs.
Traditionally, Elston has offered a dual adviser service provided by a Private Wealth Adviser and a Strategy Adviser. While this service will continue to be an integral part of our value proposition, the Wealth Partner Service is a single adviser service that combines the traditional adviser approach with a digital overlay. Meetings can be conducted via video conferencing software, which we believe will appeal to busy clients. Much of our advice and information can be conveniently shared digitally, without the need to meet. However, we are more than happy to meet in person, if you prefer. Elston’s Wealth Partner Service provides the best components of human-based financial advice, while harnessing the power of technology.
If you would like more information please call 1300 ELSTON or email info@elston.com.au and an adviser will be in touch.
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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