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Take control of your wealth and turbo-charge your retirement savings.

Self Managed Super Fund (SMSF) financial planning specialists.

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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.

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Enjoy life. Let us take care of the details.

Located in Kalgoorlie, WA, we specialise in building life-changing wealth for our clients all across Australia, as well as expats living overseas.

Introducing Echelon e-Wealth portal

Our e-Wealth portal helps you track all of your finances in one place.

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Be the boss of your wealth

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

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Tax-agent
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Tax-agent

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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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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Get in touch

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Schedule a 20-minute 'Ask Me Anything' chat with us

Catch up with us on the phone, via Zoom or in person at either the Kalgoorlie office or the Sydney office.

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Contact
Address

202 Hannan St
Kalgoorlie WA 6430, Australia
223-237 Military Road
Cremorne NSW 2090, Australia

 

We work with clients across Australia.

Operating Hours

Mon - Fri: 9am - 4pm
or by appointment
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Echelon Wealth Management has merged with Life Money Co.  

Life Money Co Services Pty Ltd (ABN 20 638 923 476) holds the Australian Financial Services Licence (AFSL 522050).

General Advice Disclaimer:  Information contained within this website is of a general nature only.  Individuals should not act upon any such information without prior consultation with a qualified financial adviser to ensure that any action meets their personal needs, situation and objectives.  No responsibility is accepted for those persons acting on information contained herein and persons do so at their own risk.  Responsibility is disclaimed for any inaccuracies, errors, or omissions.  Particular investments are neither invited nor recommended.  All expressions of opinion are published on the basis that they are not to be regards ad expressing the official opinion of any other person or entity unless expressly stated.  

Copyright Echelon Wealth Management Pty Ltd

Robert Northcoat

Financial Adviser CFP®

I founded Echelon Wealth in 2008. Echelon`s point of difference is that we hold our own Australian Financial Services Licence. This means that there is no institutional ownership or influence on the firm. Our focus is completely on our clients and their families. 

I have been a Certified Financial Planner® (CFP®) since 2000; Specialist Self Managed Superannuation Adviser (SSA) since 2006 and I am also a Registered Tax Agent.

I’ve played and love Rugby, barrack for the Western Force, drink good beer and enjoy nice wine and great company.

I’m lucky, as I get to sail, scuba dive and cycle with my wife Maree.  Together we have ticked off a number of memorable milestones, like the Melbourne to Sydney, Adelaide to Melbourne bike rides; the Gibb River MTB Challenge and the Cape to Cape MTB event. More recently we sailed our yacht “Scarlet Ribbon” in the Fremantle to Bali yacht race and later, a passage through Indonesia to Malaysia.

I’m an active Justice of the Peace; appointed in January 2010. I frequently sit in the Magistrates Court, as well as assisting with the witnessing and swearing of legal documents  – which is both satisfying and pretty handy, at times.

Jane Brown

Head Accountant

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