Investment solutions tailored around you - Elston Financial Solutions

If you’ve heard a bit about Elston but you’d like to know more, this page should help. It’ll give you an overview of Elston, what makes us different, and hopefully what makes us right for you.

Guiding Your Journey

At Elston we work with you to understand where you want to go and build a long term plan to help you get there.

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The Elston way

Elston was founded by three investment professionals who believe in being open and honest, and building trusted relationships with clients.

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Guiding Your Journey

At Elston Private Wealth, we believe in empowering people to make considered, well-informed financial decisions. We help successful people at every stage of life. That's why we offer a range of tiered advice and investment services. We help clients grow their wealth, preserve capital and structure their affairs tax effectively.

The Elston way

Elston is a privately owned financial advice and investment firm founded over a decade ago by three investment professionals. They were determined to move away from a system that was failing to meet client and adviser needs. Their vision was to be the people who more Australians trust with their financial future. It’s a goal that we still pursue today and that inspires us to do better.

Since those boutique beginnings, we have grown steadily in New South Wales, Queensland and the A.C.T. Today we manage over $3 billion in funds.

Specialist services tailored to your needs.

We know there’s no-one-size-fits-all solution to your investments. Life is complex and it’s reflected in your finances. That’s why Elston offers a full range of specialist services. Whether you need help with your retirement plan, insurance cover, succession planning, family law settlement or you’re an expat returning home, Elston is here to help.

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A Process You Can Trust

Coupling great advice with a disciplined investment solution can be powerful. It can help guide you to your destination, whether your goal is financial security, a retirement income or to preserve a legacy for your family.

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Specialist services tailored to your needs

Everyone has different goals that will evolve and change as you do. That’s why we provide you with a team of specialists so that we can tailor solutions around you and where you want to go, giving you peace of mind and a pathway to achieve your goals.

At Elston we have built a team of skilled and experienced advice and investment specialists, qualified to deliver exceptional advice in a range of areas. Elston Advisers are degree qualified and have either attained or are studying toward their Certified Financial Planner (CFP) designation; an accreditation which is recognised as the highest financial planning qualification worldwide.

A process you can trust

Our investment approach is designed to provide you with certainty and consistency of results. As a team, we are committed to the following 5 P’s;

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

Award Winning Portfolio Managers

Over the years, Elston Asset Management (EAM)’s construction and ongoing management of investment portfolios has been recognised for delivering consistent performance by industry groups and rewarded at national award shows.

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Award winning portfolio managers

Our investment solutions are designed for investors who are seeking professional investment management with the flexibility and transparency of direct ownership.

We bring deep experience and a disciplined investment process to the construction and ongoing management of Australian equity and multi-asset class portfolios.

EAM has a stable portfolio management team with a combined experience of 120 years. Every member of the team is a Chartered Financial Analyst (CFA).

Working seamlessly with your other advisers

A team approach often leads to better outcomes. That’s why we work collaboratively with your accountant, lawyer or any other professional you look to for guidance to ensure you receive holistic advice and a seamless service.

A team of advisers

You won’t just get one adviser. You’ll get to work with a team of advisers. This approach provides easy access to specialist skills and improves the relationship by making sure there’s always someone on hand to help.

Meeting your needs

Our role as your advisers is to explore your needs in detail and help you identify whether we could be the right fit for you. It is for this reason that our first two meetings are at our cost.

How can Elston help you?

If you would like to know more about how Elston's tailored solutions can work for you, don’t hesitate to get in touch. In the meantime, feel free to explore the Elston website.