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Element Wealth Solutions

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Trading for 6 years

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About Element Wealth Solutions

Element Wealth Solutions is focused on supporting and guiding clients to improve the way they manage their finances and to help them 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.

Services

  • Financial Management

  • Insurance

  • Investment Advice

  • Retirement Planning

  • Centrelink Assistance

  • Estate Planning

  • Aged Care Specialist

  • Financial Planning

  • Superannuation & SMSFs

  • Wealth Management

  • Personal Risk Insurance

Reviews

5 rating

13 reviews

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MM

Murray Manwaring

6 months ago

It seems nothing is a challenge to Tracy and Arwen at Element Wealth. They have provided us with sound advice and exemplary service and we look forward to may more years of dealings with this great team. Thank you Tracy and Arwen.

We are thrilled that you are happy with our service Murray, we look forward to many more years of helping you achieve your Financial goals!

Responded 6 months ago

RM

Ross and Marion

2 years ago

In downsizing our home we contacted Tracy, to manage our investments for us. The service from Tracy and Arwen has been excellent. Our previous agent could not be bothered to return calls and the agent in our new location used delay tactics to give us little time to invest prior to the government deadline. Tracy and Arwen worked tirelessly, even after getting COVD, to make sure our investments went in on time. They are a great team who we would thoroughly recommend.

Ross and Marion it was our absolute pleasure to look after you both and we are delighted to have you join our Element Family. Enjoy your beautiful new home and see you both soon ! Tracy and Arwen

Responded 2 years ago

SG

Susan Giaquinto

2 years ago

Tracy and Arwen from Elements Wealth Solutions are a great team. They are very professional and were very compassionate and helpful after the passing of my husband. Thanks Tracy and Arwen. Susan Giaquinto

Thank you for your kind words Sue, and for allowing us to assist you at such a difficult time.

Responded 2 years ago

SS

SCOTT SWAIN

2 years ago

Great support and assistance during my transition from MLC

So very glad we could help Scott, we look forward to a longstanding relationship going forward.

Responded 2 years ago

Location

Suite 3 Lvl 4/200 Central Coast Hwy, Erina NSW

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Amenities

Ways to Pay

  • cash icon

    Cash

  • eft icon

    EFT

Licences

  • 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™

  • Financial Advice Association Australia (FAAA) Member

Frequently Asked Questions

What services does Element Wealth Solutions offer?

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

How does Element Wealth Solutions charge for their services?

Element Wealth Solutions charges for their services based on a fee-for-service model. They provide transparent pricing and will discuss their fees with clients before starting any work. They do not receive any commissions or kickbacks from product providers, ensuring that their advice is unbiased and in the best interest of their clients.

Element Wealth Solutions

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