Wealth Protection

We know how to plan for the unknown. Do you?

Insurance is all about providing the right funding at the right time. It provides you with peace of mind, knowing that your finances are protected during times of extreme stress. You probably know someone who thought they had the right insurance, only to find that they weren’t properly covered. This is where Elston can help. Our insurance specialists can help you choose the right protection for you and your circumstances, and make sure you’re not spending money on insurance cover you don’t need.

 

Having the right insurance and advice can make a huge difference to your life.

“Elston made some recommendations that were lifechanging! They suggested a more comprehensive Income Protection policy and advised us to significantly increase our insurance cover as we were substantially under insured. A couple of years later, I suffered a heart attack. With Elston’s assistance, we made a successful claim that helped us enormously. We’re so thankful!”
– Martin & Linda

 

7 reasons to choose Elston for insurance advice

1

Specialist advisers
Our experienced Risk Advisers are focused solely on providing a customised strategy to help keep your life on track, no matter what. At Elston, we know that one size doesn’t fit all. Everyone’s situation is different, and the protection you have needs to reflect this.

2

Goals-based advice
Our advice is based on a deep understanding of your financial situation and goals. Our recommendations ensure that your goals can still be achieved, should the worst occur. This includes identifying where you may be able to self fund certain risks through existing assets and income sources, as well as identifying where asset liquidity may be a concern.

3

Tax-efficient ownership structures
We make sure that the taxman pays as much of your premium as possible, and that you pay as little tax as possible on your insurance benefits, if you need to make a claim.

4

Quality product solutions
We only recommend high quality insurance products, giving you greater certainty in the event of a claim.

5

Value for money
Our advice focusses on insurance solutions that clearly address the areas of greatest risk to you, and removing and/or reducing unnecessary cover that provides little to no value for you - so you’re not paying for protection that you don’t need.

6

Comprehensive, personal service
As well as providing and implementing the right advice for you, we offer ongoing reviews of your insurance needs and assistance with claims – a helping hand when you need it most.

7

Strategic advice
Rest assured that we will deliver the right strategy tailored to your needs. This includes determining the best financial products to help you achieve the solution you’re looking for.


Find out if you have the right cover, once and for all.

A reliable insurance plan is essential when issues arise that are out of your control. A full review of your existing insurance will ensure that you’re properly covered.

So for a complimentary, no-obligation review, please contact us on 1300 ELSTON.


Wealth Protection Team

Troy Pearsall
AdvDipFS (FP)
Head of Elston Wealth Protection Team

Troy has 16 years of financial planning experience and is passionate about ensuring that our clients’ financial goals are adequately protected.

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Natalie Lackner
BComm (Fin, FP), DipFS(FP)
Risk Specialist

Natalie has over 8 years advising experience and prides herself on taking a comprehensive approach with her clients to ensure that their wealth protection goals are achieved.

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Kurt Patrick
DipFP
Risk Paraplanner & Administrator

With over 5 years of experience in the insurance industry including time at Macquarie Life, he has developed first hand knowledge of insurance and how insurers work.

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