Help us build and protect your wealth, with private wealth services tailored to your specific needs.
26th May 2016
STRATEGY WEALTH ADVISER – BRISBANE OFFICE
Kelly has more than 10 years experience in the financial services industry and understands the importance of working closely with clients whilst providing strategic advice to ensure that they achieve their goals. Having completed an Advanced Diploma in Financial Planning, Kelly is currently completing a Masters of Financial Planning. Her interests include running, swimming, travel and live concerts.
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.
12 May 2023
Creating and managing a financial plan for the future is a lot like building a sailing ship. A ship needs sails. Sails drive you forward and give you momentum. So they’re a bit like your investments. Read more
21 March 2023
Recent self managed super fund (SMSF) data has indicated that many funds continue to be very focussed in just one or two asset classes. This is such a significant risk for those investors that in years past the ATO has even taken the step of writing to them suggesting their investments might breach super fund rules. Read more
16 March 2023
Tim McLaughlan is a Canberra boy who loves his city almost as much as he loves helping his clients. In the first of our 'meet the team' videos, Tim shares his thoughts on what it means to be an adviser. Read more
15 March 2023
If you want to know how you can help your clients to benefit more from self-managed super funds, join us on March 23 for a super webinar. Watch our intro video to find out more. Read more
22 February 2023
Philanthropy is powerful. Paired with the right strategy, it can do so much good. Not just for the community, but for your clients too. If you want to explore what major tax benefits philanthropy can offer, join us for "More Give. Less Tax." on April 20. Watch our intro video to learn more. Read more
16 June 2022
Rising inflationary pressures have however prompted the RBA to indicate that rate hikes to be delivered over the next 18 months will be increasingly aggressive. Will these hikes be nothing more than tapping the brakes? Or could they cause a major slowdown in the economy? Read more
10 June 2022
With the commencement of the 2022/23 year many investors over the age of 67 will soon be able to have their cake and eat it too. One of the biggest changes is removing the requirement for those aged 67 to 74 to meet a work test in order to make personal super contributions. Read more
1 June 2022
Samantha (Sam to her friends) was a maths wiz from a young age. She could've gravitated to rocket science but she decided finance would be way cooler. And it turns out she was right. NASA's loss was our gain. Read more
1 June 2022
Now that we can all spread our wings and fly again, having some extra Qantas points can really come in handy. Read more
1 June 2022
1 June 2022
1 June 2022
30 May 2022
Our stock in focus comes from our Emerging Leaders portfolio. As most people know, Beacon Lighting Group sells lighting, ceiling fans and light globes with an extensive range of over 3,000 products. Read more
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