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Can we help

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Elodus Financial is a referral based business. We greatly appreciate the confidence and trust that our clients show by referring their family, friends and colleagues to us. Perhaps you may know someone who could benefit from our personal, hands on approach? 

 Father & DaughterEstablished professionals with a family

  • Are around 30 to 50 years old with a family
  • Have a stable, professional career with a busy and active lifestyle
  • Might talk about paying private school fees or reducing the tax they pay
  • Wondering whether to pay off the mortgage or make investments - what are my options?
  • Friendly, engaging people who plan for the future and want to get ahead

Successful people starting to think about retirement Doctor 

  • Typically aged 50-60 years old with successful career
  • Often have adult children, possibly are "empty nesters"
  • Talking about retirement - accessing their super, reducing working hours
  • May be worried about investments - do I have enough to retire on?
  • Starting to focus on lifestyle and hobbies, not work and finances

Businesses that are growing and need guidance   Help Wanted

  • Generally a family run business or might have 1 or 2 partners
  • It could be well established or have just started up
  • Business is good, but there is untapped or unused potential
  • The owners work too hard and success is dependent on them
  • The business consumes all of our time and money - how can we improve our lifestyle and increase our cashflow?
  • I really need to get help to sort my finances out
  • We're doing well, but it all goes? We can't seem to get ahead
  • Retirement scares me, I don't know if we'll have enough?

Farmers looking to secure their familes future

Father & Son

  • Often aged 40-60 years with family in the business or farm
  • Work long hours and the farm is their main asset
  • Worry about protecting this important asset for their sons and daughters
  • Do we have enough to retire on - how do we reduce all this debt?
  • How do we get out or pass the farm onto the next generation?

If this reminds you of someone you know, whether now or in the future, please don't hesitate to contact your adviser on 1300 656 097 or click here to complete our online referral form

Can we help someone you know?