Take control of your wealth and turbo-charge your retirement savings.
Self Managed Super Fund (SMSF) financial planning specialists.
Get your money working harder and smarter
We find that it is not unusual for business owners and busy professionals to lose control of their financial situation, missing out on opportunities to do more with their money and investments.
At Echelon Wealth Management, we unravel the complexities of your situation and help you make more possible.
CONTROL
Have a higher level of control over your investments and a greater understanding over how your wealth is tracking.
DIRECTION
Get clear direction for the future and be prepared and ready to take advantage of unique investment opportunities.
CONFIDENCE
Be confident your wealth is working as hard as possible and that your super fund responsibilities are being met.
We make the complex simple.
We provide a concierge service, from advice to administration, so you get the benefits of an SMSF without the hassle.
Enjoy life. Let us take care of the details.
How We Help
Services
Partners
Located in Kalgoorlie, WA, we specialise in building life-changing wealth for our clients all across Australia, as well as expats living overseas.
Investment
strategy
Access best of breed investment ideas and sophisticated strategies.
Tax
planning
Structure your income and assets in the most tax efficient way.
Personal
and business protection
Get the right level of cover to protect your income, business and family.
Estate
planning
Structure your estate to safeguard your family's financial future.
SMSF set-up
and administration
Set-up of the trust deed for your SMSF and annual administration of the fund.
SMSF accounting and
record keeping
Lodgement of annual tax return to the ATO and record keeping.
Echelon Finance
Our SMSF Finance Specialists
DBA Lawyers
Our preferred SMSF specialist law firm
Goldfields Settlements
Our preferred SMSF property conveyancers
e-Wealth portal
Powered by My Prosperity
SMSF.CO
SMSF Administrators, Tax and Compliance
Introducing Echelon e-Wealth portal
Our e-Wealth portal helps you track all of your finances in one place.
Be the boss of your wealth
About
Our Team
The noise and fuss about SMSFs can be daunting without a specialist by your side. At Echelon Wealth Management, we have looked after our clients’ SMSFs for over 20 years, helping them take advantage of opportunities and providing them with a concierge service to make the complex simple.
It’s our job to understand your goals and work with you to make more possible with your money and assets.
We work with our specialist partners, to build your strategy, establish your SMSF and the best possible investment structure for you, so you can get on with living and enjoying your life, letting us take care of the details.
Our clients are ambitious, have busy lives, ask intelligent questions and are willing to delegate. We are not just here for quick wins. We build long-lasting, trusted relationships and, in many instances become our clients’ personal confidantes.
Our focus is to deliver clarity and simplicity in our advice and services. We are 100% transparent about our fees, and clients understand the value they will receive before committing to our service. No tricks. No surprises. No unexpected charges.
We believe you’ve worked hard to get to where you are today. Your wealth should be working hard for you.
Introducing the Echelon Wealth Management team
5 Steps To Mastering Your Money
In this free ebook we share 5 important steps to help you be the boss of your money.
We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime.
Happy clients
The Echelon team provides exceptional service in all things wealth management and are never too busy to help out with advice.
Brett Butterworth
Echelon Wealth Management keep our superfund in compliance and provide timely advice to grow our wealth. They provide very reliable, highly informative and trustworthy advice.
Tracy Browning
Rob has always been approachable, reacting quickly to sales and purchases of various items to comprise the overall portfolio. Echelon will do a financial analysis of your current (family) situation and offer written strategies for long term wealth creation that meets your projected needs. Regular updates can be arranged so that you are astride of legislative changes.
Mr P
I value the personal relationship with the staff. Available any time. Always helpful especially when I don’t know which button to push on the computer.
Gary Martin
Rob and the team at Echelon are hands on and bring old fashioned values back into money management.
Peter Daly
You changed our lives, we tell everyone about your services. Janice is so efficient and a great communicator. Rob has given us great advice and supported us throughout our journey. Much appreciated.
Ms B
Echelon set up and manages our SMSF. We have found advice helpful, receiving a range that allowed us to choose what we are comfortable with and your services have suited our needs. Responses have always been in good time.
Marjorie Grant
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