I want to keep track of my income and spending and set achievable investment goals.

I am a business owner. How can I get the most from my business and investments?

I want to do something smart with my Super…

So… Is a Self Managed Superannuation Fund (SMSF) right for me?

I think I'm paying too much tax.
I want to manage my tax better.

I want a sustainable income stream.
There when I need it...

Family is important to us. We want the right funds in the right hands at the right time...

Book a time...

How we help our clients...

I want to keep track of my income and spending and set achievable investment goals.

I am a business owner. How can I get the most from my business and investments?

I want to do something smart with my Super…

So… Is a Self Managed Superannuation Fund (SMSF) right for me?

I think I'm paying too much tax. I want to manage my tax better.

I want a sustainable income stream. There when I need it...

Family is important to us. We want the right funds in the right hands at the right time...

Our aim is simple; “to help you live life"... with a little help from some smart financial planning...

"I founded Echelon Wealth in 2008. With the sole objective… To create 'Smart financial strategies that work.'

How? Well we use a comprehensive and integrated approach that helps you identify your lifestyle goals, consider your financial, taxation and investments so that you can smarten up your overall financial position."

Robert Northcoat CFP

Our focus - You. We help you build, manage and protect your wealth in a way that you can understand.

We work best with people who are open to advice and willing to share their story, who want to engage in life itself and have realistic outcomes.

We hold our own Australian Financial Services License, which provides greater flexibility to explore and implement the best financial outcomes for you.