We aim to provide a personalised service for both individuals and businesses seeking quality advice with a transparent fee structure. We use an holistic approach to create and manage your wealth and ensure a smooth transition to the next generation.
Elemental Wealth Management is an holistic financial planning company servicing clients throughout Australia. Our office is located in Beerwah, Queensland and we regularly meet with clients from all areas. Clients can contact us at any time regarding their investment portfolio or personal insurance needs, and we regularly update them on their progress.
Darren has been working as a Financial Planner since 1999. Darren & Lesa have been working together in the industry since 2009 and together have created Elemental Wealth Management to embody industry best practice in the design, implementation and management of your financial future.
I cannot recommend Darren highly enough. He was very helpful with financial advice to my wife and myself in our transition to retirement. His knowledge is second to none and nothing was ever too much trouble for him.
If there was ever anything that I didn't completely understand, he was only a phone call away and always took the time to explain.
Darren came to my rescue when I was having major problems with a previous financial adviser. He went above and beyond to help me get it sorted and I know I can trust him with my finances and the advice he provides is perfect for my needs. Currently we are working on retirement strategies and I am excited knowing that I will be able to retire in the not too distant future and be financially secure.
I was put onto Darren as I simply wanted advice to get out of my relationship with my existing financial advisor , in order to set up an industry super fund plus an ETF. I also got advice and help in reducing my income protection/ TPD insurance/ life insurance obligations. I was happy to pay a sum of money for financial advice, with no need for ongoing fees on a permanent basis. He agreed to this and it was great.
Before meeting Darren I had very little understanding about my superannuation and how best to manage it. Since working with him and allowing him to understand my long term goals, I have seen significant changes to my super's growth, all while being educated along the way. Darren has great professional knowledge and is a very transparent Financial Advisor who provides efficient response and advice.
I have found Darren very helpful for many years that I and my family have been investing in markets and other areas. He is good to discuss ideas with and develop strategies from there. He can explain things well in laymen's terms.
- Adviser status Gold
- Number of reviews 6
- First year providing advice 1999
- Years of experience 24
- Certified Financial Planner (CFP)
- Graduate Diploma of Applied Finance and Investment
Elemental Wealth Management8 Bridget Court
Beerwah, QLD 4519
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call
Elemental Wealth Financial Services Pty Ltd