Elston Financial Planning, Asset Management & Self Managed Super

Elston tailors investment
solutions to fit your goals.

A fund with focus

Our Australian Large Companies Fund is focused exclusive on the ASX100.

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Get in touch

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Private Wealth

Our specialist advice is tailored to you and the goals you want to achieve.

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About Elston

Investment integrity is in our DNA

We want to be Australia's most trusted financial service provider. That's why we follow a strict investment process and insist on full disclosure every step on the way.

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Our Process

We're a team committed to following the 5 P's

1.A philosophy of looking to long term returns.
2.A policy of avoiding speculative investments.
3.A process of screening, assessment and action.
4.People with experience working in collaboration.
5.Performance that aligns to agreed parameters.

Industry Insights

Our latest articles about: Asset Management

16 April 2020

Are your clients' portfolios fragile or agile?

COVID-19 has everyone thinking about their health and the safety of the people around them. Unfortunately, that’s not the only stress in people’s lives. The disruptive effects of the virus have Australians thinking about the economy, and the apparent fragility of their investment portfolios. Read more

31 March 2020

7 reasons why SMAs are right for today

While many things are difficult to predict, one thing is clear. Managed accounts make more sense than ever. Don’t believe us? Here are seven reasons that might change your mind. Read more

25 March 2020

How can advisers offer a helping hand in a time of social distancing?

Usually when markets start swinging wildly, financial advisers start reaching out to their clients, and making themselves available for as many meetings as possible. But of course, this crisis is different. Read more

17 March 2020

Got Bonds in your sights?

While most people are looking forward to James Bond returning to our screens in No Time To Die, not everybody’s thrilled with the returns from their Government Bonds. Read more

11 March 2020

After a blur of uncertainty, what should we focus on?

With recent market movements happening so fast, it’s important to keep your focus. In this article we focus on what we know, what we don’t know and how Elston SMAs are being positioned for the future. Read more

11 March 2020

Brambles: A business on the move

The stock in focus this month is Brambles Limited (BXB), a business that keeps things moving with pooled pallet solutions and information management systems. Read more