Elston

Overview

One of Australia's largest privately owned financial services companies, managing over $6 billion in funds. With offices in Queensland, New South Wales, and the ACT, the organization focuses on providing conservative and disciplined investment solutions tailored to individual client needs. The aim is to build and preserve wealth through a consistent approach that emphasizes strong risk-adjusted returns.

They offer integrated financial services that combine investment strategy advice with investment management. Their transparent approach avoids hidden fees and focuses on direct investment benefits. Managed account solutions and actively managed funds are available, including an Australian Large Companies Fund targeting long-term capital growth through exposure to listed Australian equities. The company values client relationships, employee development, community engagement, and a brand identity symbolized by a DNA double helix. Clients primarily include private investors seeking wealth building and preservation through transparent and tailored financial services.

Basic Information

Contact Details

• Phone: +61 2 6642 7555
• Website: elston.com.au
• LinkedIn: linkedin.com/company/elston

Key Focus Areas & Initiatives

• Investment advice
• Managed accounts
• Asset management
• After tax management
• Retirement planning
• Self managed super funds
• Wholesale investment solutions
• SMSF licensing options
• Client-focused approach
• B2B
• Self managed superannuation
• Risk-based SMA models
• Financial reporting
• Portfolio management
• Tailored investment solutions
• Estate planning
• Active investment management
• Self-managed super funds
• Funds under management
• Wealth advisory
• Adviser resources
• Tax planning
• Services
• Financial services
• Private wealth services
• Australian equities
• ESG approach
• Multi-asset portfolios
• Risk management
• Investment solutions
• Financial planning
• Transparent portfolios
• Investment process
• Private wealth
• ESG integration
• Private wealth management
• Other financial investment activities
• Finance
• Non-profit
• Capital markets
• Law practice
• Legal services
• Nonprofit organization management

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