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
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Amenities
Ways to Pay
Cash
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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