Element Wealth Solutions is focused on supporting and guiding clients to improve the way they manage their finances and to help them feel financially confident throughout all stages of life. Principal Financial Adviser Tracy Dyer, has been providing financial assistance to those in and around the Erina region for over two decades and continues to support and nurture people in reaching their financial goals.
Tracy is a Senior Financial Planner with an Advanced Diploma of Financial Services (Financial Planning) and is an Accredited Aged Care Professional™. Tracy understands the importance of listening and really immersing herself in the financial aspects of her client’s lives in order to best understand how to provide them with advice that’s tailored to their needs and circumstances. Tracy is passionate about financial planning and believes in delivering her services with the highest standards of integrity, honesty and the customer service.
Tracy takes pride in delivering holistic services that take into account each client’s entire life circumstances. Our approach is an open and transparent one, where we aim to explain what can often be complex financial solutions and strategies in easy-to-understand terms and concepts. We believe in sharing our knowledge and empowering our clients to make smarter decisions about money. Because making certain financial decisions can have an impact on other areas they may not have considered.
Ultimately, our goal is to each client make their financial and lifestyle goals and aspirations become a reality through careful, disciplined financial planning.
Click here to read Tracy’s Adviser Profile.
Natalie Preece
Natalie joined Element Wealth Solutions in November 2023. Natalie studied Diploma Financial Planning I and II and Risk Insurance. She has over 20 years in the Financial Services Industry, 10 years with direct contact with Financial Planners in one of the Major Banks and 11 years in a Private Practice on the Central Coast.
Natalie will be responsible for the day-to-day management of the office, preparation of client files, processing applications, implementation of Business and strategies and Welcoming clients to Element Wealth Solutions as they arrive for their meeting. Natalie can assist with any queries you have in relation to your investment portfolios and Centrelink queries.
Natalie lives locally on the Central Coast and enjoys playing piano and also a spin around the dance floor with her Rock and Roll dancing she enjoys in her spare time.
Meet Jo – Paraplanning & Strategy Implementation Specialist
With over 34 years of experience in the financial services industry, Jo brings a wealth of knowledge, expertise and a genuine passion for helping clients achieve their financial and personal goals.
Throughout her career, Jo has held a variety of positions, including Client Services Manager, National Sales Manager, Financial Planner, Paraplanner and Adviser Associate. She also holds a Diploma in Financial Planning from Deakin University.
For the past four years, Jo has worked behind the scenes as Element Wealth Solutions’ contracted paraplanner, working closely with Tracy in the preparation and development of financial advice strategies.
Jo is now taking on an expanded role within Element Wealth Solutions, where she will continue to manage all paraplanning requirements while also joining our team assisting with the implementation of financial strategies.
This expanded role will see Jo working more closely with our clients, helping ensure that the financial advice and strategies developed by Tracy are implemented smoothly, efficiently and with the care and attention our clients deserve.
Jo believes that financial planning is about much more than numbers. It’s about understanding what matters most to people, helping them make informed decisions and supporting them as they work towards their goals.
“I genuinely enjoy working alongside advisers and clients to achieve the best possible outcomes. Seeing people achieve their financial and personal goals is incredibly rewarding. I believe that by sharing our knowledge in a way that is easy to understand, we can make a meaningful difference to their financial journey.”
Outside of work, Jo enjoys swimming, walking, travelling and exploring different parts of the world. She also enjoys coaching netball, although she is currently taking a little break from the sidelines!
Jo lives in the wonderful city of Newcastle and looks forward to getting to know the clients of Element Wealth Solutions as she steps into her expanded role.
