Eluvia is a leading financial planning business with a strong heritage. Located in Sydney, we’ve built an enviable reputation for providing financial solutions you can trust.
We pride ourselves on an integrated approach to your financial needs, and the delivery of innovative, effective, results orientated advice.
As your financial partner, we realise that an understanding of hopes, dreams, values and needs is vitally important in providing tailored advice and meaningful financial plans.
We believe that the creation and establishment of your financial plan is the most important step you will ever take towards your financial independence.
We also understand that life evolves and plans change. Therefore, we partner with you on your entire financial journey, review your plans regularly and guide you to ensure that you remain on track to reach your desired outcomes.
To become financially independent means that you have ‘options’. It is reaching a point in your life where you’re working because you want to, rather than have to. The most important step you will ever take towards achievement of financial independence is the creation and establishment of a financial strategy.
Our role is to truly understand what this means to you – then design, implement and monitor the most appropriate strategies to build wealth based on your personal financial objectives and lifestyle goals.
It is crucial that you are able to safeguard your wealth and the ongoing prosperity of your family. Your plan will cover every aspect of defending your assets, from establishing an appropriate family wealth succession plan to being well prepared for unforeseen circumstances such as illness, disability and death.
We will ensure your family and life goals are protected, both now and into the future.
As your wealth grows and your circumstances change, the need for effective management is critical. Financial planning is a dynamic process and regular reviews are an integral part of ensuring your strategy continues to meet your ongoing, and perhaps changing objectives.
- Eluvia team of specialist financial advisers and support staff are committed to delivering a wide range of financial solutions in a rapidly changing marketplace.
This team, along with Eluvia’s extensive network of strategic partners are dedicated to assisting you.
Director, Senior Financial Adviser
Certified Financial Planner (CFP);
Qualification in Self-Managed Super Fund.
Senior Financial Adviser
Advanced Diploma of Financial Planning
Masters in Business Administration,
BSc, Masters in Business Administration,
- Our clients are both corporates and individuals who value advice and benefit from our unique approach and highly qualified team of advisers based in Sydney, Melbourne and Brisbane.
Hear from some Eluvia clients …
These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.
We hit that goal on time and on budget
Joanne Hawkins and Martin Milner
‘We made our first appointment with John Mills at Eluvia about 12-13 years ago, when we were in our early forties. We’d always wanted to both retire at 55, so that we would still be young and healthy enough to do the things we really wanted to do, like lots of travel. To do that, we also knew we needed to have enough money to fund the lifestyle we wanted …’ READ MORE
Options & Choices
MC – name withheld at clients request
‘It is very important for us to have options and choices. John’s expertise, knowledge and foresight have always allowed this. Although I keep an eye on the market and the global economy, John’s experience and sound advice have empowered us to make important, quality decisions in a timely manner …’ READ MORE
Helping us through difficult times
Maria and Dennis Bruce
‘John’s professional, ethical and caring demeanour elicits our trust and respect. John is interested in his clients’ needs, circumstances and investment preferences. He took time getting to know us and is happy and engaging. We love his exuberant laugh and we never doubt his professional acumen …’ READ MORE
Sound advice over many years
‘We have had a very long association with Eluvia as I was a client of John’s father from 1978. My wife and I have always been very happy with the quality of products and services provided by Eluvia over the years …’ READ MORE