Welcome to our monthly wealth scoop with Elston. This eight-part series is to help young professionals, business owners and pre-retirees plan for their financial future. This month we share a new service offering they are unveiling to help you build your wealth today and protect your legacy for tomorrow.
Maria and I talked to Michael Kahric, a wealth adviser at Elston, one of our preferred strategic partners.
The focus is to help you wherever you are today, before you have your wealth and when you have your wealth through all your life stages. Life changes, life evolves, and new opportunities arise. It would help if you had a sounding board to guide and support you through your life and wealth journey. We work together with Elston and focus on where we can save you money on your current debt and where we can build your money on your investment cycle, including:
Investment planning
Insurance reviews
Debt and mortgage reviews
Risk management
Tax minimisation
Family planning
Superannuation strategy
Retirement planning
Estate planning
If you need a sounding board, we're always here to talk and happy to help make sure you are heading in the right direction.
Anthony Mazza
Managing Director