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Even a Wallaby needs life insurance

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.

Watch the video

Elston tailors solutions<br>to your journey

Elston tailors solutions
to your journey

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.

Download our free brochure

Download our free brochure

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.

Get the brochure

Step One

Getting to know you

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.

Step Two

Developing a Plan

Based on your circumstances, your risk profile and your goals, we develop a financial plan for you that is then presented and discussed.

Step Three

Statement of Advice

We provide a Statement Of Advice (SOA) that includes recommendations and fees. Accepting the SOA gives the adviser the okay to proceed.

Step Four

Strategy Implementation

In this phase we execute the agreed strategy. This could involve managing rollovers, buying assets e.g. shares, and setting up investment structures.

Step Five

Progress Review

Each year we meet to review your investments and see how any changes in your life might affect future plans.

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.

Graham

Gold Coast

Informative, pleasant, polite, helpful, knowledgeable easy to communicate with. Michael Kahric and now Cam have been excellent to deal with.

Neville

Brisbane

I’ve been very impressed with Elston’s honesty, fairness and balanced approach to our personal situation. They’ve even pointed us towards government support that we weren’t aware of. We have recommended Elston to a number of our friends. Keep up the good work Elston.

David

Brisbane

For 9 years now Elston has helped me with my superannuation. My current dealings with Cameron have been very productive regarding changes to my portfolio. I would have no difficulty in recommending Elston as a financial adviser of high regard.

Dagmar

Brisbane

I’ve been with Elston for 8 years. I have great faith in the advice they provide. I trust them implicitly and would recommend them to anyone interested in investment services.

Kim

Ballina

Friendly and reliable, true to their word. Highly recommended for your financial goals and needs. I love the way I can still have lots of input in my affairs. It’s a team effort.

Sue

Canberra

Elston are large enough to provide specialist advice, but not so big that you lose that personal relationship. The client portal is handy too. I can track my investments on a daily basis.

David

Sydney

They tick all the boxes. They’re highly professional and their advice is always honest and reliable. Our partnership with Elston is strong and we look forward to many more years to come.

Paula

Gold Coast

I can honestly say that we’ve been very pleased with the superannuation advice we’ve been given. Elston truly go above and beyond to give us the best outcomes.

Cherryl

Brisbane

In the 12 years that Elston has helped us with our retirement plans, we’ve felt comfortable knowing we have a team of experienced advisers who understand what we’re trying to achieve.

Peter

Brisbane

“It’s important that you’re comfortable from the start.
That’s why the first meeting is at our cost.”

How can we help you?

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.

 

Specialised Services

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.

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