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Submission: On December 07 via manual from US — Scanned from DE
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Submission: On December 07 via manual from US — Scanned from DE
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specialist credentials. We work to a strict investment process. And we put you
at the centre of every decision we make.
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WE'RE A TEAM COMMITTED TO FOLLOWING THE 5 P'S
1. 1.A philosophy of looking to long term returns.
2. 2.A policy of avoiding speculative investments.
3. 3.A process of screening, assessment and action.
4. 4.People with experience working in collaboration.
5. 5.Performance that aligns to agreed parameters.
Industry Insights
Our latest articles about: Asset Management
* Asset Management
* Private Wealth
17 November 2021
STOCKS TO SHINE A SPOTLIGHT ON
As seen live on Ausbiz. Portfolio Manager Bruce Williams shares his stock tips
with Ausbiz Read more
11 November 2021
GOVERNANCE & THE ROLE IT PLAYS IN MODEL MANAGEMENT
Published on Praemium Praemium’s Damian Cilmi talked to CEO Nick Revis about all
things governance on their latest podcast Read more
16 September 2021
12 STOCKS FOR THE NEXT SELLOFF
Published on Livewire What stocks are on three fund managers watch list? And
what shares would they have on their watchlists to buy if (or when) prices take
another dive. Read more
14 September 2021
BEWARE OF A CYCLICAL SELL-OFF
Published on Livewire Are stock prices in a bubble that could be pricked at any
time – either by rising interest rates, a rapid end to central banks' monetary
stimulus or some other external shock (and few would discount the latter given
what's happened since last March)? Read more
9 September 2021
BULL OR BEAR? 3 FUNDIES ON HOW THEY’RE POSITIONED FOR THE (NEXT) RECOVERY
Published on Livewire The “reopening trade” was a dominant topic among investors
as recently as just a few months ago, as we lifted our heads and began to
imagine a life without lockdowns, strict social distancing and other measures
that have become commonplace. Is now the time to bullish, bearish – or something
else entirely? Read more
3 September 2021
IS THIS TOMORROW CALLING?
After years of battling government intervention, and trying to evolve with
technology, tomorrow seems to be looking a lot brighter for Telstra (TLS). Read
more
25 August 2021
THE PLANES DON'T FLY, SO IS SYD STILL A BUY?
Published on LiveWire
Sydney Airport and Transurban have been steady long-term performers. Whilst
explosive growth is not a characteristic associated with infrastructure stocks,
the stable and predictable earnings from their strategic assets make them an
attractive proposition. Read more
25 August 2021
ELSTON HIRES HEAD OF PHILANTHROPIC SERVICES
Published on Financial Standard
Elston has welcomed a new head of philanthropic services, bringing 20 years'
experience in similar roles. Susan Chenoweth has taken the role at Elston,
joining from Australian Philanthropic Services where she served as head of the
APS Foundation. Read more
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WARNINGS AND DISCLOSURES
This material has been prepared for general information purposes only and not as
specific advice to any particular person. Any advice contained in this material
is General Advice and does not take into account any person’s individual
investment objectives, financial situation or needs. Before making an investment
decision based on this advice you should consider whether it is appropriate to
your particular circumstances, alternatively seek professional advice. Where the
General Advice relates to the acquisition or possible acquisition of a financial
product, you should obtain a Product Disclosure Statement (“PDS”) relating to
the product and consider the PDS before making any decision about whether to
acquire the product. You will find further details of the service we provide and
any cost to you within the Financial Services Guide. Any references to past
investment performance are not an indication of future investment returns.
Prepared by EP Financial Service Pty Ltd ABN 52 130 772 495 AFSL 325 252
(“Elston”). Although every effort has been made to verify the accuracy of the
information contained in this material, Elston, its officers, representatives,
employees and agents disclaim all liability (except for any liability which by
law cannot be excluded), for any error, inaccuracy in, or omission from the
information contained in this material or any loss or damage suffered by any
person directly or indirectly through relying on this information.
Elston Group - ACN 130 771 523
EP Financial Services Pty Ltd - ABN 52 130 772 495 / AFSL 325 252
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