What our clients say
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Our Services
Our Values
Transparency
We will uphold the highest ethical standards, ensuring your peace of mind. We use common sense and plain English to cut through the jargon of superannuation and financial products, demystifying the complex areas of investment, financial and retirement planning.
Tailor-made Solutions
Everybody has unique needs, so why use only one solution? We take the time to construct, manage and tailor-make investment portfolios. By using direct solutions, rather than just a conglomeration of funds, we can match your needs with the prevailing investment and economic climate.
Fee for Service – No Commissions
We believe this remuneration model is most ethical and transparent, and as a client you know what to expect: a set cost for a set service over a set period of time. This model puts the focus on STRATEGY, not PRODUCT, and allows us to choose the most suitable options from a wide array of products.
Experience
Darren has been a Financial Planner since 1999 after completing his Bachelor of Commerce and his Graduate Diploma in Applied Finance & Investment. He is a qualified Self-Managed Super Fund Specialist Adviser (SSATM), Financial Planner (AFPTM) and Investment Adviser.
Communication
We keep in touch. A five-minute phone call once a fortnight can deliver more value than even the most in-depth review once per year. Needs change, markets change and so too will your plans.
Flexibility
Our business structure allows us to choose investment products that truly suit your needs and financial objectives. Being flexible, we are also available to meet with you at a place of your convenience.
Our Team
Darren is a Certified Financial Planner® Professional (CFP) who has been working as a Financial Planner since 1999, after completing a Bachelor of Commerce Degree in Finance & Accounting and a Graduate Diploma in Applied Finance and Investment. He is a SelfManaged Super Fund Specialist Adviser (SSA™), Investment Adviser and a registered Tax (Financial) Adviser. Darren co-owned a large stockbroking and financial planning business in Central Queensland, selling his interest in the business at the end of 2013.
Lesa has an accumulation of 25 years administration and office managment experience and, in this role, provides administrative support in relation to all facets of stockbroking and financial planning services. Lesa works on the day-to-day administration of clients’ accounts and compliance related matters, focusing on the efficient operation of their clients’ Self Managed Super Funds.
Darren and Lesa have been working together in the industry since 2009 and together, in 2015, created Elemental Wealth Management to embody industry best practice in the design, implementation and management of your financial future.
The Insider’s Guide to Financial Planning
A FREE downloadable document with tips and tricks to help you make the most of your finances.