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Testimonials

Thank you Elliott. It was a pleasure meeting you and I appreciate the guidance given. I congratulate you on your professional compassion and delivery of the facts as they stand.

Elliot is a professional who strives to assist his clients reach their financial goals and objectives. He always wants what is best for the client and works very hard. I have recommended Elliot to family and friends as a trusted financial planner.

Elliot is someone who I would highly recommend. He is very thorough in the advice he provides and always leaves his clients feeling well informed. Elliot is very experienced in his field and is a wealth of knowledge.

Elliot succinctly and comprehensively explains his advice as it applies to our current situation. He is easily contactable and has really improved our way of life in the short few months we have worked with him so far! I highly recommend Elliot for anyone wanting financial guidance.

Elliot has been our adviser for many years and gives us great advice which is helping us achieve our goals which includes retirement. We have recommended Elliot to friends, family and business colleagues.

Rating : 5

Dan & Kelly

Family - Special Needs

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Nathan

Starting Out
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Kathleen

Small Business
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Rod

Small Business
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Todd & Katy

Double Income No Kids
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Brendan

Starting Out
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Dylan

Starting Out
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Starting Out - Case Study

Starting Out – Case Study

It’s the start of your career? So, now is the greatest opportunity you will ever have to get the financial foundations in place to create wealth and set yourself up…

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Double Income No Kids – Case Study

Double Income No Kids – Case Study

Double Income No Kids also known as DINKS is and will be one of the best times and opportunities in your life to get ahead, prepare for your future together…

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Family Life – Case Study

Family Life – Case Study

Having children and starting a family is one of the best things you will ever do but there is a catch you are responsible for more than just yourself. The…

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Pre-Retirement Planning – Case Study

Pre-Retirement Planning – Case Study

You have worked hard for many years and retirement is on the horizon, however, because compulsory superannuation did not commence for some time after you turned 18 and you have…

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Retirement – Case Study

You have worked hard all of your life, now it’s time to sit back, relax, explore the world, start a new hobby and spend time with your grandchildren. During retirement…

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Terminal Illness – Case Study

Unfortunately, life does not always go the way we plan, life can sometimes take a completely unexpected and devastating turn. Of course our first thought, when confronted with such a…

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Permanent Incapacity Workers Compensation

Permanent Incapacity / Workers Compensation – Case Sudy

Life changing events can happen in an instant and our health can deteriorate to a degree that we are unable to ever return to work and produce an income. This…

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Debt Case Study

Debt – Case Study

Debt is needed in many circumstances to help us get the things that we want and need today. However if we aren’t careful our debt can get on top of…

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Property – Client Solution

Client Situation Jason and Chloe were a determined young couple. They had big dreams to buy a block of land and build a new home, pay for an extravagant wedding…

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Family Changes & Dreams – Client Solutions

Family Changes & Dreams – Client Solutions

Client Situation Andrew and Kimberly were about to have a new baby. They had both previously been married and each had children from their past marriages. With their fourth child

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Debt Management & Wealth Creation – Client Solutions

Debt Management & Wealth Creation – Client Solutions

Client Situation James and Deanna were a young couple that had been struggling to start a family. The pressure of trying to start a family was having a massive impact…

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