Professional Advisers

ELSTON ADVISER SERVICES

Customised Financial Solutions for
Professional Advice Firms, Accountants and
Financial Planners.

The service offering and support delivered by Elston is first class, providing industry leading investment solutions as well as high level technical financial planning support. We are able to offer superior solutions to our clients as a result of our relationship with Elston.

Andrew, SB Wealth

Elston’s disciplined and pragmatic approach to stock valuation allows them to take advantage of market opportunities as they happen. In addition to their excellent support and service, we have the greatest confidence in their ability to manage clients funds.

Sam Ball, YX Ball Financials

Professional Advisers

What We Do

We offer a cutting edge investment service focused on helping advisers deliver superior outcomes for clients.

We are here to support your business by addressing the day-to-day challenges your practice faces – allowing you to spend less time on investments and more time building valuable relationships with your clients.

Elston Adviser Services provides wholesale services to Professional Advice Firms, Accountants, Financial Planners and Lawyers. Over the last 10 years, Elston has grown to become one of Australia’s largest providers of Managed Account Solutions,* with a focus on capital preservation and total portfolio returns, over the long term. We also offer other services designed to support your business, including financial advisory outsourced solutions and practice management consulting.

*Referenced in 2016 IMAP Managed Account Survey

What our clients tell us:

If you relate to the comments below, your business may benefit from our services.

‘I’m so overwhelmed by paperwork and admin, I don’t have time to nurture my clients.’

‘I wish I had more time to grow my business, but there aren’t enough hours in the day.’

‘I’d like to implement a better structure, but I’m worried my clients won’t receive individual attention.’

‘I feel overwhelmed trying to manage all my clients’ portfolios, but I don’t want to lose control.’

Sound familiar? Elston can help you address all of these concerns – either with you or for you, allowing you to work on your business, rather than in your business. And rest assured, the flexibility of our structure will ensure that each and every one of your clients is still treated as in individual, with investments tailored to their specific goals and needs. At last, you will be in control of your own destiny, rather than the funds managers or the platforms you are currently using.

3 big improvements you will notice immediately:

  1. Your business will be much more efficient
    Our services will give you the ability to deliver tailored, quality solutions to your clients, without having to worry about the ongoing paperwork. We’ll take care of this for you.
  2. You can give your clients the attention they deserve
    Because you no longer have the burden of the administration and implementation of portfolio changes, you can nurture your clients the way you’ve always wanted to. We will remove the inefficiencies, allowing you to take control and concentrate on the big picture.
  3. It’s simple, streamlined and cost-effective
    The Elston model is designed to minimise the costs and complexities of delivering high quality investment management services to your clients. For the first time in a long time, you can concentrate on providing the best strategic and investment advice to your clients.

If you’re ready to take your business to the next level, Elston can tailor a solution that benefits both you and your clients. Contact our Distribution Team.

Contact Us