A fresh perspective

Wealth management and strategic retirement planning is our forte. Elston offers a fresh perspective on growing wealth to Sydney’s Self Managed Super Fund SMSF members and investors. Elston Self Managed Super Fund Sydney advisers are skilled investment and lifestyle specialists. Elston advisers excel at client direct service.

Delivered in person

Elston advisers specialise in delivering customised solutions for our clients. Our analysts are fully accredited, skilled financial investment specialists. Clients have a team of knowledgeable experts to generate tailored solutions and identify opportunities to benefit their financial plan. With your account managed from our local Sydney office, your wealth and strategy advisers can work right alongside you.

Are you questioning your investments?

In Sydney, Elston’s specialised superannuation services and advice will suit high-income earners with an existing SMSF or those looking to establish one. Are you revaluing your investments or wanting to maximise your Superannuation structure? Elston evaluates your existing investment strategy with the aim to build a tailored solution that can help you achieve your goals. We can incorporate your existing properties or alternative assets such as art into your financial strategy too

Is your Super Fund aligned with your stage of life?

Accumulating wealth while you’re working is crucial, it provides you with more retirement options sooner. Ensure that you are properly protecting that wealth with a sound investment strategy – one that matches your level of risk with your stage of life and ultimately generates income in retirement. The goal quite simply is to maximise your retirement income so you can spend it on the things you love most when the time comes.

What’s the plan?

An Elston customised financial plan based on your unique requirements can assist you to reach your investment goals to get you where you want to be. It may be the overhaul your SMSF needs.

Our aim is to be Australia’s most trusted and respected financial services firm.

Transparency and customised service is paramount to everything we do. You will have a wealth adviser and a strategy adviser in consultation with a team of advisers on your behalf. Our specialised services (such as Philanthropy) are on hand to join the conversation with insights and expertise. We also communicate with your external professional team – accountants, solicitors – sharing insights of relevant financial developments that could influence your wealth growth. Obtaining and maintaining up to date knowledge across your team is important to us.

Elston’s Self Managed Super Fund Sydney services

Protecting retirement savings is vital to any long-term financial plan. Elston’s SMSF services can help build wealth in a way that meets both your financial goals and risk tolerance. You can be as involved with the management side of your super as you want. You’ll have an expert investment team and your advisers to guide you.

Elston’s customised style of financial services is now available in Sydney. If your Self Managed Super Fund could do with a fresh perspective, contact us on 1300 ELSTON, email us or drop into our Sydney office at Level 13, 227 Elizabeth Street, Sydney.

Self managed super fund Sydney