Elston: Complex investment solutions made simple.

The simplicity of Elston Managed Accounts

Elston has been helping advisers to transition to the simplicity of managed accounts for over a decade. We understand the tax and transparency benefits as well as the importance of clear client communications.

“It removed the requirement for me to be an investment adviser, and freed me from the paper warfare so I could spend more time with my clients.”

Peter Giblett,
Cardinal Financial Services

More time savings for advisers

More transparency for clients

Finding shared philosophies

Planning for a simple transition

With over 11 years experience in managed accounts, the Elston team can help you plan ahead. We’ll show you how to simplify your move and work towards a smooth transition.

We can also show how we’ve performed over the long term, through good times and bad.

Read our latest discussion paper to learn more.

LEARN MORE

Disclaimer: This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product. You will find further details of the service we provide and any cost to you within the Financial Services Guide. Any references to past investment performance are not an indication of future investment returns. Prepared by EP Financial Services Pty Ltd ABN 52 130 772 495 AFSL 325 252 (“Elston”). Although every effort has been made to verify the accuracy of the information contained in this material, Elston, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this material or any loss or damage suffered by any person directly or indirectly through relying on this information.

EP Financial Services Pty Ltd
AFSL 325252 ACN 130 772 495