Why Doctors find Elston’s tailored financial management style so appealing.

A referral from Dr Shaun Rudd, Chair of AMA Queensland

“Like most GP’s I was too busy working and trying to find time to enjoy life, to worry about whether my finances were in good order. So, four years ago my wife Claire and I engaged Elston to worry about this for us and it has proven to be a great move. Our money is working for us and we are on track to reach our goals. And most importantly this happens in the background with little fuss so we can focus on what is important.

We have always felt confident that we were dealing with professionals who care about us reaching our goals. We have the utmost confidence in Elston’s management of our investments and the quality of their advice. Our only regret is that we didn’t meet them 10 years earlier.”

Dr Shaun Rudd MBBCH BAO (Belfast)
Chair AMA Queensland Board and Council
AMA Queensland

On closer examination

Like most people, medical professionals want to transform cash flow into productive wealth. They want to fund their future lifestyle and retirement. However, struggling to allocate the time to manage finances and grow wealth is a common side effect of working in the medical profession, where practitioners tend to put their own needs last. So what is the solution to planning a sound financial future for doctors and medical professionals?

The simple, proven technique providing answers

  • A local Elston financial specialist arranges a consultation and introduction to a private wealth adviser and private strategy adviser
  • A plan that is tailored to your goals and objectives is implemented
  • Legal, risk management and tax advice professionals collaborate
  • Ownership is structured to utilise tax and risk management
  • Legal ownership where possible allows for control, transparency and risk management
  • A personalised investment strategy (with a focus on after-tax returns) using the latest technology, is employed

Have a plan and have Elston maintain it for you

It’s the time saving cure for time poor medical professionals. Engage Elston to coordinate your financial life – the investment solutions in your plan, your tax planning and strategic pathway. Know your money is working to realise your personal goals and that you are on track to reach them.

Enjoy the long-term prognosis

Feeling confident in your advisers, ultimately equals peace of mind.

In the words of Dr Shaun Rudd:

“We have always felt confident that we were dealing with professionals who care about us reaching our goals.”

Ready to free up your valuable time while growing your financial security?

Before you proceed, be sure to get more information and have a confidential discussion with your nearest Elston Adviser. This will give us an insight into the possibilities for funding your future.

Call us on 1300 ELSTON.