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Element Wealth Solutions

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Trading for 8 years

About Element Wealth Solutions

Element Wealth Solutions is focused on supporting and guiding clients to improve the way clients manage their finances and help feel financially confident throughout all stages of life. Principal Financial Adviser Tracy Dyer, has been providing financial assistance to those in and around the Erina region for over two decades and continues to support and nurture people in reaching their financial goals. With many years experience in dealing with Centrelink, Aged Care advice and Retirement Planning, Tracy is a specialist in this area and will impart her knowledge and expertise. Element Wealth Solutions are retirement specialists, helping you plan and enjoy a secure, comfortable, and fulfilling retirement.

Services

  • Financial Management

  • Insurance

  • Investment Advice

  • Retirement Planning

  • Centrelink Assistance

  • Estate Planning

  • Aged Care Specialist

  • Financial Planning

  • Superannuation & SMSFs

  • Wealth Management

  • Personal Risk Insurance

  • Expert Staffs

  • Professional Services

  • Debt Management Advice

  • Cash Flow Management

  • Budgeting Plans

Reviews

5 rating

20 reviews

Filter by rating

AA

Adrian and Lina Aggett

1 week ago

Tracy and the team at Element operate a professional and customer friendly service where nothing is of trouble and the quality of the engagement is second to none. If you are after a tailored solution which reflects your life goals and risk appetite, Tracy can guide you through the complexity in an easy to understand and transparent manner. My wife and I have a high regard for her honesty, work ethic and frankness.

VL

Vicki Loker

3 months ago

We have been using Tracy at Element Wealth for many years now. We have always felt comfortable and safe knowing Tracy has our best interests at heart. Any request is met with in a timely manner (with good advice thrown in) and she often takes care of paperwork which would be daunting for us, all part of the service she says with her lovely smile. Her staff has always been exemplary and to be honest we feel they are part of our family. We couldn’t recommend them more highly.

Good Afternoon Vicki Thank you so much for the lovely review - We think of you as part of our Element Wealth Family also, never a problem to do things for you and John Tracy and Natalie xx

Responded 3 months ago

DL

David Loiterton

4 months ago

Great advise and money saving solutions.

Thank you David Im so glad we were able to help you navigate your Financial future. We look forward to guiding you and Danielle for many years to come. Tracy and Nat

Responded 3 months ago

C

Catherine

9 months ago

I have been receiving services from Tracey and team for some years now. Tracey has shown great interest in my life and supplied skillful support and access to financial services to get my finances in order and reduce my stress. I would highly recommend her services.

Thank you Cath, we love helping and having you as our client . Much appreciated and look forward to many more years together .

Responded 9 months ago

Location

Lvl Suite 3 200 Central Coast Hwy, Erina NSW

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Media

Amenities

Ways to Pay

  • cash icon

    Cash

  • eft icon

    EFT

  • eftpos icon

    Eftpos

  • mastercard icon

    Mastercard

  • visa icon

    Visa

Licences

  • Financial Advice Association Australia (FAAA) Member

  • Member Of The Financial Planning Association Of Australia

  • Advanced Diploma Of Financial Services (Financial Planning)

  • Certificate III In Business

  • Diploma In Financial Planning

  • Accredited Aged Care Professional

Frequently Asked Questions

Does Element Wealth Solutions offer services?

Element Wealth Solutions provides a range of financial services, including financial planning, investment advice, superannuation, retirement planning, insurance, and estate planning. Also offers business advice and wealth management services for individuals and families.

Does Element Wealth Solutions provide personalised financial advice?

Absolutely, we create customised solutions to meet your unique financial needs.

Element Wealth Solutions

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