Element Wealth Solutions
Address | Element Building Suite 3, Level 4/200 Central Coast Hwy, Erina NSW, Australia | ||||||||||
Phone | +61 2 4312 8119 | ||||||||||
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Website | www.elementwealthsolutions.com.au | ||||||||||
Categories | Financial Planner | ||||||||||
Rating | 5 5 reviews | ||||||||||
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Element Wealth Solutions reviews
5Tracy is very knowledgeable and a pleasure to deal with. I would definitely recommend Tracy to anyone in need of Financial Planning advice.
Tracy has been our financial adviser for the last 11 years, and in that time we have come to know her as a
an expert in financial services. She has made the transition into retirement a breeze, with her calm disposition, her honesty and being there for us at all times. She and her family have become part of our lives.
Paul and Elsje.
Have been seeing Tracy for a number of years. Tracy is approachable and listens to what you have to say, also can help with estate planning, Insurance, all investment avenues and will help to fill in complicated social security forms. This is an all round service and would not go any where else.
I would like to say Tracy has made the change over to Element Wealth Solutions very easy and un complicated. Tracy has been my financial planner for a few years now and she makes things easy to understand and makes me feel very comfortable whenever I see her or talk with her.
Regards Mrs J Green
Its so important to us in our retirement that we feel comfortable and supported by our adviser.
Tracy Dyer has helped us over the years since transiting to retirement and her advise has achieved that aim for us.
Added to that is with Tracy, we feel very much members of her family. She gives us the confidence and help to enjoy retirement and not have to worry about our finances. When you don't have a lot of money in the first place, it is even more important to have a great relationship with your adviser who you know will ensure your returns are always maximized and any poor yielding year that any loss is minimized.