17 April 2024
Elston Quarterly Portfolio Update Q2 2024
In this video, Portfolio Manager David Seager provides his perspective on the key questions discussed in the recent quarterly asset allocation meeting. Read more
11th August 2015 - Asset Management, Private Wealth
Earlier this year we reported a noticeable upsurge in enquiry from Brisbane residents and business owners seeking the advice of qualified financial planners. This enquiry level continued throughout the year with investment advice being sought by a multi-faceted client base, each with unique financial circumstances and situations.
From Brisbane’s CBD to the outer suburbs and regional areas, we’ve enjoyed structuring financial solutions for clients, and providing investment advice for long-term financial strategies.
With this in mind, investors should be reviewing their financial situation on an annual basis. With June 30 heralding the end of the 2014-2015 financial year, there’s never been a better time to touch base with your adviser to reassess your goals and evaluate your investment strategy.
Elston’s collaborative approach to reviewing and renewing strategic plans offers multifaceted benefits: In depth analysis of not only your financial situation for the outgoing and incoming year – but also personal and lifestyle factors – can often highlight areas of improvement or revision to your existing plan. Your adviser knows the right questions to ask to bring these into focus.
Additionally, with the ever-changing landscape of financial planning there may be new resources or legislative changes to impact your goals. An Elston adviser will work with you, auditing your plan to identify and implement any changes to maximise your financial potential.
Whether you’re with Elston or not, we encourage everyone to make an appointment with their adviser to review their goals. We’ve put together a checklist of some of the fundamental issues for consideration at your next consultation:
A lot can happen in a year, and your individual goals, limitations and assets may have altered. Life throws game-changers constantly. Take the time to revisit your goals, and ask yourself the questions that matter:
Your personal financial circumstances are equally important when it comes to putting your finances under the microscope. Some common issues for consideration are:
With the fluctuation of personal variables that impact on finances, and Brisbane’s ever-changing economic and lifestyle climate, the savvy investor should incorporate an investment management strategy as a critical component of their New Year financial health and security checklist, in conjunction with their financial adviser.
Is yours a well thought out investment strategy that draws on diversity? Does your plan comprise a mix of assets and shares? Do you have a Self Managed Super Fund (SMSF)? When reflecting how to manage your investments for the year ahead, give consideration to issues such as investment risk, target return, liquidity, income requirements and tax effectiveness.
Building and protecting your wealth requires ongoing review and management. It’s important to make sure you receive investment advice unique to your circumstances, and that your strategic financial plan is on track to meet your goals. The beginning of the new financial year is a great time to audit and evaluate your financial situation to ensure you are getting the best outcomes. If you haven’t made an appointment with your Brisbane adviser yet, now is the time!
To review your goals for the new financial year, or to discuss your individual needs with a Brisbane financial planner that offers a collaborative, personalised service and tailored investment advice, call Elston on 07 3211 9555 or 1300 ELSTON (357 866) or email info@elston.com.au.
17 April 2024
In this video, Portfolio Manager David Seager provides his perspective on the key questions discussed in the recent quarterly asset allocation meeting. Read more
10 April 2024
Elston Portfolio Manager Gary Merkel has picked three constituents of the ASX Small Ordinaries Index in the latest Livewire article. Read more
25 March 2024
Just before Easter, Livewire asked four fundies to pick which businesses they thought had the hop on some of the others in their investment universe. Read more
18 March 2024
Following on from the reporting season, Co-Founder and Portfolio Manager Bruce Williams has provided a brief overview of the recent results and what that indicates for the portfolio positioning. Read more
31 January 2024
The Australian Financial Review has recently named Elston Australian Emerging Leaders in their top performers 2023. Read the article to find out more. Read more
18 January 2024
In this video, Portfolio Manager Leon de Wet provides his perspective on the key questions discussed in the recent quarterly asset allocation meeting. Read more
1 December 2023
HUB24 announced the launch of a new whitepaper, ‘Directing the matrix: meeting the advice needs of high net worth clients’. Read now to get insights from Elston Head of Philanthropic Services Susan Chenoweth and many other experienced advisers. Read more
8 November 2023
Investing in what you are passionate about, or even what you consume everyday, can give you an edge. Find out what local stock Elston Co-Founder Bruce Williams has in mind. Read more
13 October 2023
What should advisers think about as they move to managed portfolios? Elston Head of Adviser Services Mark Smith shared his views on how to successfully make the transition. Read more
4 October 2023
We all know Australia is the lucky country, but could it soon be the luckiest? Elston Co-founder Andrew McKie believes it may be possible, and advisers need to take heed. Read more
21 September 2023
Andrew McKie joined 5 other industry leaders at LiveWire Live 2023 as they presented their shocking prediction for the future. What did he predict? And is it good news or bad news? Read more
14 September 2023
Portfolio Manager Leon de Wet has provided a brief overview of the recent reporting season results and what that indicates for future earnings and the portfolio positioning. Read more
25 August 2023
Are our two big supermarkets worth checking out? Read the latest Livewire Markets article to see what Elston Co-Founder and Portfolio Manager Bruce Williams thinks. Read more
12 August 2023
Should investors buy AMP or bypass it? See what Elston co-founder and portfolio manager Andrew McKie thinks and find out how he’s feeling about the ASX100 in general. Read more
1 August 2023
In this video, Portfolio Manager Leon de Wet provides his perspective on the key questions discussed in the recent quarterly asset allocation meeting. Read more
31 July 2023
What makes Carsales such an attractive stock? Elston Portfolio Manager Bruce Williams examines the key drivers that are working for this digital marketplace both here and overseas. Read more
26 July 2023
Last year, some bond indices fell into a black hole. Are good returns from fixed income investing still a galaxy far, far away? Or are there brighter days on the horizon? Read more
23 July 2023
In the latest Livewire's edition of Buy Hold Sell, Andrew McKie talked about which ASX-listed stocks he would want to own (or not own) in a Goldilocks scenario. Read more
20 July 2023
Elston Co-Founder Andrew McKie sat down with Han Lee from Livewire and Rob Crookston from WILSONS to discuss how they find “quality” companies on the ASX. Read more
15 July 2023
Andrew McKie was asked to analyse three stocks that are widely perceived to have those rock-solid qualities and assess whether they have become overcrowded, and name one quality company in the recent Livewire interview. Read more
12 July 2023
If you had a spare $10,000, how would you invest it? It's an interesting hypothetical and one that Elston Portfolio Manager Leon De Wet was happy to answer for Livewrire. Read the article to see his picks. Read more