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Element Wealth Solutions

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Trading for 7 years

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

16 reviews

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16

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JT

Jenny Turner

2 months ago

I can't thank Tracy enough for what she has done for both Grant and I. We had no idea where to start when needing to claim insurance. Tracy has been amazing and done so much work to organise our finances. I highly recommend Tracy to anyone . Thank you once again Tracy and Element Wealth. Superb service.

MD

Matt Donnelly

4 months ago

Tracy provided us with exceptional service planning our transition to retirement. She was also on hand to help us access government services that we were not even aware of. I can highly recommend Element Wealth Solutions.

SS

Stephen Sloane

4 months ago

Thank you for your great service, much appreciated.

Thanks Steve...you enjoy your retirement glad we were able to get you there ! :-)

Responded 4 months ago

MM

Murray Manwaring

1 year 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 1 year ago

Location

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

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Media

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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