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“After putting everything into growing Little Scholars, I turned to Elston to see what I should do next. These days I have a clear picture of what the future could be, for the business and for me. I know that the steps are in place, and I can see what I’m working towards, and when I should get there.”
Elston client, Jae Fraser
Kelly Stubberfield isn’t just a skilled adviser. She’s a great sounding board. She’s a straight talker. And she’s someone who makes the complex, simple. Maybe that’s why Jae likes her, and why Kelly has been his adviser for a few years now. In this video Kelly talks about her connection with Jae and how it’s grown stronger.
If you’d like to know a bit more about Elston, download our brochure. It’s a good introduction to the Elston approach and how we help our clients work towards a better future. If you have any specific questions, don’t hesitate to get in touch.
In our first meeting, we start by listening. We want to understand your goals, your experiences with investment (good and bad) and what's important to you.
Based on your circumstances, your risk profile and your goals, we develop a financial plan for you that is then presented and discussed.
We provide a Statement Of Advice (SOA) that includes recommendations and fees. Accepting the SOA gives the adviser the okay to proceed.
In this phase we execute the agreed strategy. This could involve managing rollovers, buying assets e.g. shares, and setting up investment structures.
Each year we meet to review your investments and see how any changes in your life might affect future plans.
I’ve been with Elston now for quite a few years. All the people I deal are professional and highly personable. My major advisor is Ben Greenwell, who is one of nature’s gentlemen and a thoughtful, prudent advisor.
Gold Coast
Informative, pleasant, polite, helpful, knowledgeable easy to communicate with. Michael Kahric and now Cam have been excellent to deal with.
Brisbane
I’ve been very impressed with Elston’s honesty, fairness and balanced approach to our personal situation. They’ve even pointed us towards government support that we weren’t aware of. We have recommended Elston to a number of our friends. Keep up the good work Elston.
Brisbane
For 9 years now Elston has helped me with my superannuation. My current dealings with Cameron have been very productive regarding changes to my portfolio. I would have no difficulty in recommending Elston as a financial adviser of high regard.
Brisbane
I’ve been with Elston for 8 years. I have great faith in the advice they provide. I trust them implicitly and would recommend them to anyone interested in investment services.
Ballina
Friendly and reliable, true to their word. Highly recommended for your financial goals and needs. I love the way I can still have lots of input in my affairs. It’s a team effort.
Canberra
Elston are large enough to provide specialist advice, but not so big that you lose that personal relationship. The client portal is handy too. I can track my investments on a daily basis.
Sydney
They tick all the boxes. They’re highly professional and their advice is always honest and reliable. Our partnership with Elston is strong and we look forward to many more years to come.
Gold Coast
I can honestly say that we’ve been very pleased with the superannuation advice we’ve been given. Elston truly go above and beyond to give us the best outcomes.
Brisbane
In the 12 years that Elston has helped us with our retirement plans, we’ve felt comfortable knowing we have a team of experienced advisers who understand what we’re trying to achieve.
Brisbane
If you have any questions about financial planning, we’re here to help. Simply fill out the form below and one of our advisers will get back to you.
Disclaimer: We disclose to you that Kelly Stubberfield has an indirect interest in the Little Scholars business. Elston receives from time to time a management and/or performance fees for acting in its capacity as investment manager of the Fraser Foundation fund. 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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EP Financial Services Pty Ltd - ABN 52 130 772 495 / AFSL 325 252
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