The need for a
financial plan

There are a number of ways
that a qualified financial
planner can help you.
Let’s look at a few of
the most common
areas where a planner
will offer some
real assistance.

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Investment strategies

Every wealth advisory firm has their own
beliefs. Some firms only use passive index
managers while other firms use only
highly active fund managers. At ElkCorp
Premium Financial Services we don’t have
any pre-conceived ideas
that restrict what we can
and can’t recommend.
We place our
clients first.

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Calculate your financial
health now

When it comes to
investing, there are
strategies you can
utilise to minimise
the amount of tax
you pay.

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Steps for wealth health

The goal of authorised representatives
is to educate you about the right way
to build wealth and
maximise profits so that
you can continue to
expand your investment
portfolio tax effectively,
and work toward
financial independence.

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Mortgage, finance
best deal

Elk Financier delivers tailored and effective
lending and finance solutions for every
type of finance transaction. Ranging from
the simplest residential property loan
facility through to the most
complex commercial
transaction, Elk Financier
offers client’s a single
efficient point of access.

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Taxation & accounting

ElkCorp is a non-bank financial &
professional services institution, that
holds, owns and operates: an
Australian Financial Services Licence,
an Australian Credit Licence,
a Registered Tax Agency
& Accountancy
Practice, and a
Licensed Real
Estate Agency.

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