Elders Financial Services Health Check

To find out if your money is working as hard as you do, register your areas of interest below and an Elders Financial Services expert will be in touch.
    Please select from the above menu the services you would like to review with one of our experts.

How we add value to our clients

The new year is a great time to reflect on your financial fitness, both from a business and personal perspective. Elders Financial Services offer a comprehensive range of experts and services to assist in this process.

Our Agri Finance Managers are experts in agribusiness finance with the ability to help you determine:

  • Whether you have sufficient finance in place to achieve your business growth objectives
  • If a StockCo livestock funding facility could open up new trading opportunities for you
  • Your eligibility for better rates or more flexible terms by switching to Rural Bank

The specialists at Elders Insurance can review your existing business, farm, personal and vehicle insurance policies. They will help you determine if you have sufficient insurance coverage and advise whether Elders Insurance can offer you a better deal.

Elders Financial Planning can help you prepare for the future with assistance in succession and retirement planning as well as superannuation fund reviews. They will also help assess your level of life insurance, trauma cover and income protection coverage.

Our home loan brokers can find you an excellent rate for a new home loan or refinance. With interest rates at their lowest level ever, it’s a great time to use our experts to improve cash flow and access equity by looking at your current situation.

Undertaking the financial health check is obligation free, as are initial consultations with Elders Financial Services professionals.

Turn your dreams into goals and start 2017 with an Elders New Year Financial Services Health Check.

financial goalsIdeal for Agribusiness and personal financial goals   financial goalsImprove your financial standing   financial goalsFill in the form and we contact you

Terms, conditions, fees and charges may apply to any product or service you choose to acquire following the completion of the financial health check. This information has been prepared without taking into account your personal circumstances, objectives, financial situations or needs. Individual circumstances may vary, legislative requirements must be adhered to and you should consult your taxation advisor.
Where relevant, generally, loan and deposit products will be distributed by Elders Rural Services Australia Limited ACN 004 045 121 AFSL 237757 and issued by Rural Bank Limited ABN 74 083 938 416 AFSL 238042 ACL 238042, home loan brokering will be provided by Elders Home Loans Pty Ltd ACN 118 064 654 ACL 384408, Financial Planning services will be provided by Elders Financial Planning Pty Ltd AFSL 224645 and Elders Insurance products will be issued by Elders Insurance (Underwriting Agency) Pty Limited ACN 138 879 026 AFSL 340965. Further information available on request.