Help us build and protect your wealth, with private wealth services tailored to your specific needs.
30th April 2019 - Private Wealth
Sydney is home to some of the country’s greatest treasures. It is rich with art, culture, culinary creativity and sporting entertainment. It has a vibrant social scene, Sydney-siders often being as grand and complex as the city itself. In a place with so many amazing things to discover, sometimes exploring your financial options can take a back seat. Don’t let it. You can consult with a Sydney Financial Adviser.
There is no one way to do things in Sydney. That’s why, as a Sydney Financial Adviser, Elston encourages you not to settle for what’s always been done but rather explore what’s available and find a solution to managing, understanding and enjoying your finances in a way that’s right for you.
How can you know when you’ve arrived if you don’t know where you’re going? Before any big decisions or changes are made it’s important to take a moment to pause and regroup. Perhaps by sitting down by yourself or with your partner and thinking about where you are, and exactly where you want to be. It may be helpful to have this conversation with a Sydney financial adviser present. They can guide you through the process of identifying and articulating exactly what’s important to you.
Once you have a visual of the start and end point of your financial journey, a realistic and achievable path can be designed to get you there. A comprehensive financial plan will assess your income needs, look at how to maximise your after-tax returns and the degree of risk you’ll need to take to achieve your goals. It will determine the most suitable wealth management strategy for you.
Your financial plan also needs to be dynamic enough to adapt to your changing circumstances. Life isn’t lived in a straight line – there are bumps and turns along the way and this needs to be reflected in your financial plan. Your Sydney financial adviser should be informed when major life changes occur. For example, when you decide to buy a house, have a child or if there is an illness or injury within the family. It’s important to review your situation with your financial adviser regularly in order to achieve your goals.
Like a roadmap, your financial adviser should be there to help navigate you along your financial journey. However, the amount and type of support you receive should be customised to your needs. Is your financial adviser your GPS, calling out directions at each turn while you drive? Or are you being chauffeured, sitting back and enjoying the sites along the way? No matter how much support you’d like or need to manage your finances, Elston’s Sydney Financial Advisers can provide it.
It’s essential to match the level of guidance and assistance you need to the service provided by your Sydney Financial Adviser. No one wants to feel out of their depth, as though they’ve been left to fumble their way through their financial journey. Equally, too much assistance can be frustrating for an active and involved investor. Elston’s tailored and tiered financial adviser services mean there’s a perfect fit for everyone, no matter your situation.
If you’d like to know more about Elston and how we can help create a financial plan that’s right for you, please contact our Elston Sydney Financial Adviser on 1300 ELSTON.
Contact an Elston Sydney Financial Adviser
Level 13, 227 Elizabeth Street,
Sydney NSW 2000
Ph: 02 5646 2000
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.
22 April 2024
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
12 April 2024
This time of year, in the weeks leading up to June 30, is like a big game of chess. This is when advisers are working out which moves are going to be the ones for those clients who are hoping to improve their tax position. Read more
21 March 2024
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
11 March 2024
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
6 March 2024
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
5 February 2024
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
31 January 2024
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
16 January 2024
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
8 January 2024
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
13 December 2023
Over the break you might find time to chat about your dreams and hopes for the years ahead. To help make the most of those discussions, our advisers have shared their thoughts on topics worth unwrapping. Read more
7 December 2023
In this video, Senior Private Wealth Adviser Cameron Felice tells us about how the recontribution strategy works, and he gives us an example of how he used it to help one of his clients. Read more
3 December 2023
With the festive season fast approaching, giving back becomes front of mind for many of us. Those with children or younger family members also start to think about how to use this time of year to teach our loved ones that much joy comes from what you give and not what you receive. Read more
27 November 2023
It's important to revisit your estate plan every now and then, and to dovetail it with your financial plan. Elston Strategy Adviser Ben Greenwell explains the importance of estate planning in this video. Read more
14 November 2023
Strategy Adviser Ben Greenwell has been named as a finalist in the ifa Excellence Awards 2023 for SMSF Adviser of the Year. These awards recognise the best and brightest individuals across Australian Independant advice. Read more
10 November 2023
Ever since the Federal Government announced that there would be a new tax on super, the big question has been, who is this going to affect? In this article, Elston Strategy Adviser Dean Ireland explains what the DIV296 entails and how it may affect you. Read more
7 November 2023
We all know that diversification is important when it comes to investment. But is it possible to be too diversified? Elston co-founder Peter McVeigh talks us through how diversification can affect performance and help to manage risk. Read more
30 October 2023
Halloween can be a spooky time of year. Especially if you don’t have the right personal insurance. To help you choose the right cover, we’ve put together a quick guide on the different types of personal insurance you might want to consider. Read more
15 October 2023
Unlike real snakes, cyber snakes are quite charming. They offer to help you. They promise great riches. They pretend to be someone you know and trust. Read more
3 October 2023
A lot of Australians have their super in a pooled fund. But many people have made the transition out of their industry or retail super fund and set up a Self Managed Super Fund (SMSF). Senior Wealth Adviser Tim Mclaughlan explains why. Read more
8 September 2023
If you have a child or a grandchild who’s somewhere between school age and settling down with a family of their own, this article might be just the sort of thing you’d like to share with them. Read more
1 September 2023
Spring is a great time to throw open the doors, roll up your sleeves, crank up your favourite house-cleaning music, and clean out those cobwebs. It's also a good time to spruce up your finances. Read more
Join our mail list for the latest insights and updates from Elston.
Elston Group - ACN 130 771 523
EP Financial Services Pty Ltd - ABN 52 130 772 495 / AFSL 325 252
© 2024 Elston Financial Solutions ‧ Privacy Policy ‧ Web Development by 7thVision This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
