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Elysium Private Wealth

Elysium Private Wealth

  • Investment & Wealth Management
  • Barton, ACT
  • ABN 91 605 046 231

Elysium Private Wealth serves Canberra and Sydney, with advisers including Alisa Honeyman and Ross Curulli. It assists families and business owners with investment, SMSF, superannuation, retirement and succession planning.

Company Overview

Elysium Private Wealth is a boutique advice business serving wealthy individuals, business owners, senior public servants and retirees through its Sydney and Canberra presence. The Canberra advisory relationship is associated with Certified Financial Planner Alisa Honeyman, while fellow founding adviser Ross Curulli works with the wider practice. The firm focuses on converting accumulated financial resources into family security, lifestyle choices and a meaningful legacy.

Advice covers investment portfolios, superannuation, self-managed super funds, retirement and estate matters. Business ownership, trust arrangements and intergenerational transfers can create complex financial decisions that require coordination among professional advisers. Elysium also supports clients considering philanthropy and values-based investing. Its Canberra team has experience with the needs of senior public-sector professionals. Continuing relationships help clients review strategies when circumstances or family goals change.

Services & Expertise

AI-generated from public information. Please verify against actual business needs.

Service Focus
  • Investment Advisory10%
  • SMSF Advice10%
  • Risk Management10%
  • Wealth Management10%
  • Financial Planning10%
  • Superannuation Advice10%
  • Estate Planning10%
  • Retirement Planning10%
  • Portfolio Management10%
  • Asset Allocation10%
Service Area
NSW
45%
ACT
40%
Online
15%
Client Size
IndividualsFamilies

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