ABOUT

Your roadmap to financial success

Elysium Private Wealth was founded by leading industry practitioners Ross Curulli and Alisa Honeyman to provide a financial advice service to discerning individuals needing sophisticated wealth strategies and the highest levels of personal service.

We seamlessly integrate financial, tax, legal, and investment expertise, outsourcing to trusted specialists when required so that all your financial affairs are managed with the utmost care and precision. You’re then free to focus on your higher goals in growth, preservation, lifestyle or legacy.

Who we help

Successful professionals, executives and public servants
Families with complex finances and intergenerational wealth plans
Business owners and entrepreneurs
Individuals and couples preparing for retirement
Self-funded retirees

Our approach

Each of our clients’ financial circumstances are unique, and their goals are often complex and ambitious. Success for you may mean something very different from your peers.

Elysium Private Wealth doesn’t therefore operate under a uniform, off-the-shelf approach. Our private wealth advisers will work with you one-on-one to understand your end goals and help you get there.

Elysium means a place of ideal happiness — and true to the name, our aim is simply to help turn your lifestyle and financial dreams into reality.

APPROACH

Our style of advice

We operate a project management style of advice that gives you a tailored plan and timeline. You will always be clear on the scope of work and only pay for the advice you want. We do this by documenting your long term goals, measuring this against where you are now, and then devising the strategies needed for success.

While our advice methodology is anything but standardised, certain key values permeate everything we do:

Straight talking

We provide specialist advice to meet your specific requirements. As your trusted financial partner we’ll always be honest about your goals and expectations and what outcomes you can expect.

Transparent

All our fees and scope of work are clearly explained and agreed up front. But we don’t then set and forget—we’re available at any time and quick to react to changes in investment markets or financial legislation.

Collaborative

We’ll work with other subject matter experts, including accountants, lawyers, brokers and other specialists on your behalf to save you time and effort and maintain a co-ordinated approach across your financial affairs.

Integrity

We’re a privately owned and independently run firm with no allegiance to a big bank or financial institution. Our compliance with financial advice professional standards and regulations is governed by an external firm, ensuring our advice is conflict free and always in your best interests.

STEPS

How we work with you

We work in partnership with you right from your initial consultation. We provide you with a tailored strategy and a comprehensive financial plan. Our dedicated relationship approach includes a proactive service of regular communications and updates. At every step we will work in your best interests.