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5th February 2024 - Private Wealth
The recent decision to invite Lynda McKie onto the Elston Board has been warmly welcomed by workmates, clients and colleagues. Lynda is already a natural leader who brings not just professionalism to every task, but also genuine care to every relationship. In this video Lynda tells us what she sees as the Board’s purpose, and what skills and attitudes she wants to bring to her new role.
If you would like more information please call 1300 ELSTON or contact us.
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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When Craig Roberts recently completed his Masters in Financial Planning and won the Gwen Fletcher Award for topping his CFP class, he didn’t make a big fuss about it. Anyone who knows Craig, knows he’s a very humble guy. Read more
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1 September 2024
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When you think about estate planning, you’re probably focused on who you should leave your assets to. But through the estate planning process, you might also find yourself thinking about the legacy you could be leaving. Read more
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