The advisers applying soft skills to a hard transition

The universities aren’t offering Masters of Empathy or Diplomas in Advanced Listening. But maybe they should be. In this Professional Planners article Elston Strategy Adviser Jessie Hinds talks about the soft skills that enable advisers to really build trust with their clients. Read more

Rural Succession Solutions Q&A session

Mark Westcott from Rural Succession Solutions recently interviewed Elston Director and Private Wealth Adviser Peter McVeigh to talk about some of the frequently asked questions on rural succession planning. Read more

Avoiding the Self Managed Super FOMO

Self-Managed Super Funds (SMSFs) have gained immense popularity in Australia. But just because ‘everyone else’ is doing it, does that mean you should too? FOMO is never a good reason to make a major investment decision. Read more

EOFY Philanthropy

The season of giving

We often refer to Christmas as the season for giving. But in reality, EOFY is one of the most popular times for philanthropy. When reviewing your client’s affairs, it's worthwhile to discuss the merits of structured giving or supporting a charity. Read more

Finding the adviser that’s right for you

Having a good financial adviser can make a huge difference to your current situation and your plans for the future. But how do you find an adviser with genuine credentials who you can trust? Read more

A brilliant Board decision

The recent decision to invite Lynda McKie onto the Elston Board has been warmly welcomed by workmates, clients and colleagues. 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. Read more

Do sophisticated investors need
a safety net?

A growing number of Australian investors are now meeting the criteria of ‘sophisticated investor.’ But should they be looking into what kinds of protections they may be giving up, before they leap into it? Read more

Elston Explains:
Individually Managed Accounts

In this video, Elston Co-Founder and Wealth Adviser Peter McVeigh explains what individually managed accounts are, and tells us how they can help to deliver tax and transparency benefits. Read more

Financial resolutions for the new year

The start of a new year is always a good time to review your finances and put some measures in place for the future. To help you reset, and form some positive habits for this year, we’ve draw up a list of 9 resolutions that can help keeping your finances in check. Read more