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.
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.
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