Specialist financial planning, estate planning, accounting and tax advice to grow, manage and preserve wealth.

EWK Private Wealth provides specialist financial advice to:

High Net Wealth Individuals & Families

Professionals
Executives and Career Employees
Business Owners
Individuals with large Matrimonial Settlements

Our role as a private client firm is to sort through complicated financial situations with multiple assets and structures to achieve the financial goals of our clients in a tax effective manner.

We ensure our clients have a clear understanding of their current financial position and have the strategies to achieve their desired outcomes. Often this is having clarity and peace-of-mind about their financial future.

 

Advice and Services

We are a relationship based business and have been advising some clients for over thirty years. Our focus is ensuring clients have a clear understanding of their financial position and are positioned to achieve their goals with the most appropriate financial planning, accounting, estate planning, and tax advice.

We take a long-term perspective to unifying the financial affairs of our clients, thus creating order and clarity. This includes obtaining specialist advice from other related professions.

Access Our full range of advice and services

What our clients say…

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Over the past 20 years I have had the peace of mind knowing that Eleonor has assisted my family and me wi negotiating the financial complexities of life.

Brendon Woods
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I have known Eleonor Klopsch for many years. She has managed my family trusts and financial investments and taxation returns successfully. Eleonor has been the family’s financial adviser and all is moving positively. Over the years, Eleonor’s work ethics have been very reassuring and we have no hesitation in recommending EWK Private Wealth and Eleonor as a creditable and hard working organisation/person who strives to do the absolute best for their customers.

George Attard / Attard Family Group
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have been using the services EWK Private Wealth Management now for many years and have been extremely happy with the personal service and excellent results I have received and am looking forward to a mutually prosperous relationship.

Phil Lenhart / Lenhart Enterprises Pty Ltd
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I am very happy with EWK and Eleonor’s handling of my affairs and feel that I not only have an extremely competent adviser but a friend who cares for my welfare.

Cheryl Smith / Mangana Sunrise Pty Ltd
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We have been clients of Eleonor Klopsch / EWK Private Wealth Management for more than two decades. Over the years Eleonor has guided us with advice relevant to improving our investments, farming interests, taxation etc. with the same courtesy and expertise she showed on our first contact. Management of our retirement fund has been rewarding and exciting, and with that little personal touch that Jocelyn and I find so satisfying in our association with this very capable lady. We strongly recommend EWK Private Wealth Management under the guidance of Eleonor Klopsch.

William and Jocelyn Mailer / Tanamerah Investments Pty Ltd
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EWK/Eleonor has given us friendship,peace of mind and financial security into retirement.

Peter and Gizelle Forbes
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Eleonor Klopsch has been my late husband’s and my financial adviser for many years. She is the most honest and trustworthy person I know, in that time. I have come to consider Eleonor a very close and personal friend. I have no hesitation in recommending her to people I meet.

Dorothy Holbrook / Holbrook Family
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It is a delight to work with Eleonor. Eleonor guided my retirement planning with excellent professional financial advice I needed to consolidate my assets, applied a range of important strategies and structures to put my finances in good order. It was quite complicated. Many people I know have not taken advantage of all the ways our government allows you to maximise your income in order to be self-sufficient in retirement. As a result of Eleonor’s empathy and assistance I do not have any financial problems today. I am enjoying my retirement and engaging in all the activities I want to.

Dr Anne Gooding/Anne Gooding Nominees Pty Ltd