At Elston, we have a strong focus on evolution and innovation. To reflect this, our logo features a double helix DNA strand, which reinforces our intrinsic commitment to provide customised financial solutions. With this in mind, we are pleased to introduce one of our newest service offerings – our Wealth Partner Service.

Our Wealth Partner Service is an advice solution designed to accommodate the ever-changing needs of our clients and their families. We help our clients define goals and objectives, which often includes consideration for family members, such as children.

In some cases, they may not have the same strategic requirements or the need for superior after-tax management of their portfolios, however, they would benefit from establishing solid foundations. It is likely that many life events will occur such as marriages, starting a family, buying a home and establishing a business, just to name a few. Many of these events will require an element of financial decision-making, and this is where we can offer assistance. However, our Wealth Partner Service is not purely reserved for family situations. It will also offer tailored solutions for clients who don’t have complex needs.

A digital offering for busy clients

Traditionally, Elston has offered a dual adviser service provided by a Private Wealth Adviser and a Strategy Adviser. While this service will continue to be an integral part of our value proposition, the Wealth Partner Service is a single adviser service that combines the traditional adviser approach with a digital overlay. Meetings can be conducted via video conferencing software, which we believe will appeal to busy clients. Much of our advice and information can be conveniently shared digitally, without the need to meet. However, we are more than happy to meet in person, if you prefer. Elston’s Wealth Partner Service provides the best components of human-based financial advice, while harnessing the power of technology.


If you would like more information please call 1300 ELSTON or email info@elston.com.au and an adviser will be in touch.