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.


Have a higher level of control over your investments and a greater understanding over how your wealth is tracking.​


Get clear direction for the future and be prepared and ready to take advantage of unique investment opportunities.


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.

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

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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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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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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