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.

  • Investment Management

  • Self Managed Superannuation (SMSF)

  • Personal Tax Planning

  • Family wealth protection

  • Business protection

  • Estate Protection

Lets talk... Check my calendar and book a time.

At Echelon Wealth we make it easy. You pick the best time and we`ll call you.

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Your Adviser

Robert Northcoat CFP

Check out your adviser...

Our Partners

To get the best results for you; we only refer clients to select professional service partners.

  • Echelon Finance

    Our SMSF Finance Specialists

  • Connective

    Our Mortgage Aggregator

  • Goldfields Settlements

    SMSF Conveyancers

  • My Prosperity

    Powering our e-Wealth Portal, Online Money Management Software

  • SMSF.Co

    Our SMSF Administrators