Financial Adviser Services for Accountants

Grow your business without growing your staff

You know that you’d like to be able to do more for your clients. And if you get it right, it can not only deliver better client outcomes but also deliver profits to your bottom line. But you’re also aware of the risks of moving into wealth management. By partnering with Elston you’re able to connect your clients with the financial advice they need, without taking on the risks associated with this specialised offering. This means you won’t have to shoulder the liability or expand your staff to make sure you can deal with compliance or governance issues.

Our specialist dual adviser model

At the heart of the relationships we build with accounting firms is trust. We are trusted to provide quality advice that really does put the client’s interests first. Elston advice is thoroughly thought through from multiple perspectives because it's a product of our dual adviser model. Two advisers, each with their own specialist expertise, provide input that dovetails together to create a robust strategy.

People, not products

At one end of the industry spectrum there are advisers who have gained a reputation for churning clients through products with little thought for long term goals, tax structures or asset protection. At Elston we have a very different point of view. We are not here to sell products. We are here to provide a quality service that genuinely meets your clients' needs.

A stable team here for the long run

At Elston we have 40 advisers within a broader team of 80. It's a good number of people because it enables us to match personalities and expertise to create a good fit with your clients. Elston also has nine specialists working in our centralised and award winning investment team. Each person in this team has an average of 20 years industry experience and over seven years working together. It's this combination of experience and stability that gives real confidence to the firms who want to partner with us and provide quality advice to clients over the long term.

It's good to get a third opinion

Some of your clients may benefit from having input from not just a Private Wealth Adviser and Strategy Adviser, but an Insurance Adviser as well. With specialist insurance expertise in-house, we can help your practice to maintain a competitive advantage by regularly reviewing your clients' insurance needs. We can also ensure that new cover is properly structured so that insurance monies not only go to the right person, but that tax is minimised in the process.