Holistic financial advice
At Allegra Financial we provide holistic financial advice that encompasses all our clients’
financial affairs. We don’t make assumptions when getting to know our clients and what it is they want to achieve. We check that all bases are covered and work to develop tailored and appropriate financial strategies.
Working together with our clients in this way means we develop and implement financial strategies that effectively deliver a brighter new financial future.
Non-bank aligned advice
Allegra Financial has no allegiance to any bank or insurance company. This means we do not have sales targets and we are not restricted to offering only one bank’s products. We make sure what we recommend is the best option for you. It’s that simple!
Fee for service, no commissions
At Allegra Financial we work on a ‘fee for advice’ model, as we believe you should only pay for the services you receive. When we recommend insurance products, we opt to not receive the commissions.
Elisa Elkins is an authorised representative (1004733) of Dover Financial Advisers Pty Ltd (AFSL 307248). Allegra Financial Pty Ltd is a corporate authorised representative (1246563) of Dover Financial Advisers Pty Ltd (AFSL 307248)