Testimonials
- All
- Debt
- Double Income No Kids
- Family Life
- Permanent Incapacity/Workers Compensation
- Pre-Retirement Planning
- Property
- Retirement
- Small Business
- Starting Out
- Superannuation
- Terminal Illness
- Wealth Creation
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
Google Reviews
Elliot has helped our business immensely. He is a well of knowledge and goes out of his way to help. If you are looking for a Financial Adviser in the Newcastle area I high recommend Elliot and his team.
Elliot and the team are highly professional and provide excellent knowledge, guidance and ongoing support.
I highly recommend them to anyone who is seeking financial advice, planning and support services.
Elliot has been advising me for around 4 years and during that time he has been a great support in helping me keep on track with my Financial goals. It is very reassuring to know that he’s only a phone call away should I need expert advice on a big financial decision. I’ve leant a lot from him over the years. His professionalism is outstanding. I look forward to continuing our working relationship in the years ahead.
