Element Wealth Solutions
14 Reviews
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
About the Business
Element Wealth Solutions | Financial Planning and Consulting |
Contacts
Call Us
+61243128119
Element Building Suite 3, Level 4/200 Central Coast Hwy, Erina NSW 2250
Hours
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
Features
- Wheelchair-accessible car park
- Toilets
Recommended Reviews
Elsje Vanderstelt
23.09.2023
Element Wealth Solutions
Tracy has been our financial adviser for the last 11 years,and in that time we have come to know her as aan 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.
Rebecca J
05.09.2023
Element Wealth Solutions
Tracy and her team have provided my family with kindness, support and highly professional advice during stressful times.If you're looking for expert advice with heart, look no further than these guys.
Peter Swan
28.08.2023
Element Wealth Solutions
Tracy is very knowledgeable and a pleasure to deal with. I would definitely recommend Tracy to anyone in need of Financial Planning advice.
Robert Miller
18.08.2023
Element Wealth Solutions
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.
Wendy Duffy
16.08.2023
Element Wealth Solutions
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.
Graham Law
07.08.2023
Element Wealth Solutions
I have been dealing with Tracy both personally and I also recommend my clients to her. Aside from being very knowledgeable as a Financial Planner and great at what she does, Tracy genuinely cares about her clients. I'm always confident in my dealings with Tracy and very comfortable that she works in mine and my clients best interests. Highly recommended.
Jackie Green
20.07.2023
Element Wealth Solutions
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
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Element Building Suite 3, Level 4/200 Central Coast Hwy, Erina NSW 2250
Element Wealth Solutions