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What we do now echoes into eternity

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A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future and peace of mind you are doing your best with your finances.

At Elysian Wealth Services we help guide you through financial decisions, so you can live life on your terms. We do this with tailored, practical and straightforward financial solutions focused solely on you and your goals.

How can we help?

Get started & set up your family

You want to buy your dream home, expand your family and grow your wealth.

How can we help?

We optimise your superannuation to work hard for your future and reflect the changes in each stage of life.

What we do

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Superannuation

We optimise your superannuation to work hard for your future and reflect the changes in each stage of life.

Insurance

We evaluate risks and advise on the right type and amount of cover you may need. We compare products and premiums all with your goals in mind.

Finance & Mortgage broking

Our finance and mortgage broking service helps you navigate lending with clarity and confidence. Whether purchasing a home, refinancing, or investing in property - we provide tailored loan strategies, compare lenders on your behalf and guide you through the process to secure finance that supports your broader financial goals.

Retirement Planning​

Our retirement advice gives you a road map for an affordable retirement. We include strategies to help with the transition from work, to give confidence you will “have enough” when you retire.

Estate Planning

We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Our advice ensures your assets are distributed to the right people at the right time, whilst considering any legal or taxation pitfalls which may occur.

Aged Care

We help you navigate the aged care maze, including the fees, costs and transition to care. This protects assets and provides certainty to the elderly during a most vulnerable time.

Your local financial partners

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Prepare for tomorrow, make the most of today.

Results that speak

With a baby on the way we needed to buy a home. The Elysian Team helped us secure this at a time of great stress and followed through to settlement. Their assistance could not have come at a better time.
Scott & Abbie
I feel confident in my financial future, having navigated a separation and the management of the financial settlement proceeds. Simon and his team provided assurance and peace of mind at a difficult time.
We sold our business and needed help to navigate the complex rules around taxation and retirement. The Elysian team helped find the best solution. They worked well with our accountants to coordinate the various tax and financial issues.
Bert & Marie
A routine medical check found that I had cancer and thanks to Simon I had retained my personal insurance cover. They dealt with the claim and assisted in the responsible management of the claim proceeds.
Ian
My finances were a mess, and I had no idea on where to start to fix things. Simon explained their process and provided guidance and support. I now have a plan and feel I am getting somewhere with my financial life.
Mark

In the Know

Investment outlook Q&A – oil, bond yields, the Federal Budget and the RBA

Investment outlook Q&A – oil, bond yields, the Federal Budget and the RBA

Key points The oil supply shock remains a significant threat to economic growth and shares – particularly with the Strait…
Payday Super Regulations: further details for SMSFs

Payday Super Regulations: further details for SMSFs

Find out how the new Payday Super Regulations will impact SMSFs when Payday Super starts from 1 July 2026. With…
What is share market volatility

What is share market volatility

Volatility is how the return on an asset fluctuates over time. Using the share market as an example, volatility is…
Aged care

Aged care

If you need help at home, the Australian Government provides a range of care services. Where to start The first…
The 2026-27 Budget – responsibility, productivity and fairness – or is it?

The 2026-27 Budget – responsibility, productivity and fairness – or is it?

Key points – The key changes are a wind back in negative gearing, the taxation of real capital gains, numerous…
AI and money decisions

AI and money decisions

Using publicly available, general-purpose artificial intelligence (AI) for money questions? Learn when it can help, and when you should get…
Read more

Know where you stand – Wealth Report is a one-stop shop for understanding your financial situation

Project your future – Use Wealth Report’s industry-leading modelling to project your future.

Immediate response – Wealth Report delivers your personal report immediately.

Assess you goals – Explore multiple ‘What if’ scenarios for the years ahead.

Let us do the maths. With Wealth Report’s integrated approach, fill out your information once and we will apply all appropriate calculators to fit your life

Secure and private. We are unable to view your personal information unless you select the option to allow a qualified financial adviser from our team to view your data and contact you.

Jane Brown

Head Accountant

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