What should I expect from my initial consultation?

An initial consultation allows your Elysium Private Wealth adviser to discover your unique situation. The adviser will work with you to understand what is important to you, and assist you in creating a vision of where you want to be in the future. Providing details related to your financial position (income, expenses, assets and liabilities) including any recent income tax returns, investment statements and/or insurance policies, will assist your private wealth adviser in gaining insight into your overall position. This will enable them to formulate a clear scope of work for you.

How much does the advice cost?

The cost of financial planning will depend on the complexity of your financial situation and plan. We work on a fee for service basis and this typically starts with an initial fee to cover identifying your needs, developing a strategy and implementing the recommendations. There could also be administration and ongoing service fees for regular reviews of your plan to ensure it meets your changing circumstances. All our fees are specified up front as part of our services agreement with you.

What type of clients does Elysium Private Wealth advise?

Our clients are successful individuals, business owners, entrepreneurs, senior public servants, retirees and family offices who share a desire to convert their financial success into lifestyle happiness, family security and a meaningful legacy.

What is a Certified Financial Planner®?

A Certified Financial Planner has achieved the highest financial planning qualification worldwide. The qualification designation is overseen by the Financial Advice Association Australia (FAAA).

What is the main professional body for financial planners in Australia?

The Financial Advice Association Australia (FAAA) is the professional body for financial planning in Australia, representing accomplished professionals who commit to high standards and put your interests first. To be a member of the FAAA, financial planners must have proven experience, partake in ongoing education, as well as demonstrate high professional and ethical obligations.

How often should I review my life plan?

Regular reviews help you stay on track and allow your private wealth adviser to proactively make necessary adjustments as circumstances change personally, legislatively and economically.

OUR TEAM

Experience, empathy and expertise

Our directors are the principal financial advisers and highly experienced practitioners who work directly with you. They will always be your direct points of contact throughout your partnership with Elysium Private Wealth.

ELYSIUM PRIVATE WEALTH

Meet the team

Ross Curulli

Director and Private Wealth Adviser

CFP®, BBus, DipFP

Ross provides financial advice to a select group of wealthy individuals, successful families, business owners, and business leaders.

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Lisa Curulli

Practice Manager

BEd, MSc

Lisa’s welcoming demeanour and genuine interest in the lives of those she meets, places clients at ease and forges strong connections.

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Alisa Honeyman

Director and Private Wealth Adviser

CFP®, BCom, DipFP

With a financial services career dating back to 1993 and experience as a financial adviser since 2000, Alisa is a highly accomplished and experienced Certified Financial Planner.

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Sajani Rodrigo

Client Relationship Associate

GradDipFinPlan, BEc/BFin

Sajani joined the financial services industry in July 2022 and has become a friendly and dependable point of contact for clients, helping them feel informed, supported and well looked after throughout their wealth management journey.

Jonathan Curulli

Provisional Private Wealth Adviser

GradDipFinPlan, BCom

With a background spanning Private Wealth since 2017, business leadership and entrepreneurship, Jonathan brings a thoughtful, client-focused approach to financial advice.

Our support and administration team

Supporting our private wealth advisers, is a professional team of support and administration staff who undertake client support, office management and plan preparation duties. The Elysium Private Wealth support team all have financial services experience and work behind the scenes, enabling our private wealth advisers to spend more time with you, the client.

Our financial services provider

Our partner, Oreana Financial Services Pty Ltd, provides professional services, research, governance, technology and independent oversight to our advice practice, allowing us to focus on our clients.

Oreana Partnerships prides itself on delivering high-quality professional services to advisers and their teams nationally, which has the added benefit of allowing us to tap into other high-quality advisers from around Australia.

As an Australian Financial Services Licence holder (AFSL 482234), Oreana Finanacial Services Pty Ltd enables us to deliver the highest standards of professionalism, compliance, technology, and service.

OUR PHILOSOPHY

Wealth. Wisdom. Legacy.

FAQ

Questions clients often ask

An initial consultation allows your Elysium Private Wealth adviser to discover your unique situation. The adviser will work with you to understand what is important to you, and assist you in creating a vision of where you want to be in the future.
Providing details related to your financial position (income, expenses, assets and liabilities) including any recent income tax returns, investment statements and/or insurance policies, will assist your private wealth adviser in gaining insight into your overall position. This will enable them to formulate a clear scope of work for you.
The cost of financial planning will depend on the complexity of your financial situation and plan. We work on a fee for service basis and this typically starts with an initial fee to cover identifying your needs, developing a strategy and implementing the recommendations. There could also be administration and ongoing service fees for regular reviews of your plan to ensure it meets your changing circumstances. All our fees are specified up front as part of our services agreement with you.
Our clients are successful individuals, business owners, entrepreneurs, senior public servants, retirees and family offices who share a desire to convert their financial success into lifestyle happiness, family security and a meaningful legacy.
A Certified Financial Planner has achieved the highest financial planning qualification worldwide. The qualification designation is overseen by the Financial Advice Association Australia (FAAA).
The Financial Advice Association Australia (FAAA) is the professional body for financial planning in Australia, representing accomplished professionals who commit to high standards and put your interests first.
To be a member of the FAAA, financial planners must have proven experience, partake in ongoing education, as well as demonstrate high professional and ethical obligations.
Regular reviews help you stay on track and allow your private wealth adviser to proactively make necessary adjustments as circumstances change personally, legislatively and economically.