ER Private Wealth

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ER Private Wealth ER Private Wealth | Personalised wealth advice in Melbourne Bayside. Thoughtful, trusted financial guidance tailored to your goals, values, and future.

25 five-star Google reviews, thank you! ⭐⭐⭐⭐⭐We only opened our doors as ER Private Wealth in July, and we’re so gratefu...
22/10/2026

25 five-star Google reviews, thank you! ⭐⭐⭐⭐⭐

We only opened our doors as ER Private Wealth in July, and we’re so grateful for the support you’ve shown us since. 🤍

To everyone who has left a review, recommended us to a friend or trusted us with their financial journey - thank you.

We’re proud to be building a business around thoughtful, personal advice and wealth with integrity. Thank you for being part of our beginning.

Thank you, Webby, for your lovely review and recommendation. We’re so pleased Evguenia helped make the process feel easy...
16/10/2026

Thank you, Webby, for your lovely review and recommendation. We’re so pleased Evguenia helped make the process feel easy and stress-free.

At ER Private Wealth, we take the time to answer your questions and help you feel confident about your financial future.

Wealth with integrity.

14/10/2026

The greatest wealth transfer in history is happening. But there’s something money can’t fix. Silence.

After more than 20 years sitting across from families, I’ve learnt one thing.

It’s rarely the money that tears families apart.

It’s the conversations that never happened. The expectations never discussed. The decisions left until it’s too late.

Intergenerational wealth transfer isn’t just about passing on assets. It’s about protecting relationships, preserving legacies and giving the next generation clarity, not conflict.

This is why I’m starting a new series. Because some of the most important conversations about wealth have nothing to do with numbers.

Wealth with integrity. That’s where legacy begins.



General information only. This content does not consider your personal circumstances and is not personal financial advice.

Talent is one thing. But genuinely caring about people? That’s something you can’t teach.And Alex has both.I’m incredibl...
14/10/2026

Talent is one thing. But genuinely caring about people? That’s something you can’t teach.

And Alex has both.

I’m incredibly proud to announce that Alex has been named a 2026 IFA Excellence Awards Finalist – Client Services Co-ordinator of the Year, recognised on a national stage.

Behind every great financial adviser is someone who makes clients feel heard, supported and genuinely cared for.

Alex doesn’t just do his job. He takes ownership. He cares. He goes above and beyond when nobody is watching.

That’s not just talent. That’s character.

Building ER Private Wealth was never just about building a business. It was about building something with the right people.

And I couldn’t be prouder to have Alex by my side.

Congratulations, Alex. So well deserved. This is only the beginning. 🧡

3 things to check on your super this Spring. Super can quietly become one of your biggest financial assets, but it’s eas...
01/10/2026

3 things to check on your super this Spring.

Super can quietly become one of your biggest financial assets, but it’s easy to leave it on autopilot for years.

A seasonal check-in can be a good time to review:

• Your investment option: does it still suit your goals, timeframe and comfort with risk?

• Insurance inside super: what cover are you paying for, and is it still appropriate for you?

• Your beneficiaries: are your nominations current and aligned with your wishes?

Small reviews can help make sure your super continues to reflect where you are now, not where you were years ago.

ER Private Wealth

General information only and does not take into account your personal objectives, financial situation or needs.

We’re incredibly grateful to receive feedback like this from our clients🤍Clear communication, thoughtful advice and taki...
23/09/2026

We’re incredibly grateful to receive feedback like this from our clients🤍

Clear communication, thoughtful advice and taking the time to truly understand each client’s individual circumstances are at the heart of what we do at ER Private Wealth.

Thank you, Leszek, for your kind words and for trusting Evguenia to help create a financial plan tailored to your needs and goals.

17/09/2026

Wealth feels different when it’s personal.

Here in Bayside, we’ve created something intentionally boutique.

A place where you’re known.
Where conversations aren’t rushed.
Where your family, your future and what matters to you come first.

Beautiful spring days. A local office. Personal relationships.

ER Private Wealth.
Wealth with integrity.

Proudly Bayside. Proudly boutique.

General information only. Please consider your personal circumstances before making financial decisions.

There’s a particular kind of quiet that can settle over retirement.Not the relief of a long weekend, or the buzz of a ho...
16/09/2026

There’s a particular kind of quiet that can settle over retirement.

Not the relief of a long weekend, or the buzz of a holiday, something slower. A Tuesday morning that looks completely different to the one you’ve known for decades.

For many people, retirement planning is not only about numbers. It’s also about the shape of everyday life once work is no longer setting the rhythm of the week.

What will fill your mornings?
What will give your week meaning and structure?
What will this next chapter look like in practice?

A well-considered retirement plan should support more than financial security. It should help create confidence around the life you want to step into, including the ordinary Tuesdays.

Because retirement is not just about leaving work.
It’s about moving into a new stage of life with clarity, purpose and choice.

What would your ideal Tuesday in retirement look like?

ER Private Wealth | Wealth with Integrity

General information only. Please consider your personal circumstances and seek professional advice before making financial decisions.

14/09/2026

They weren’t asking about inheritance.

They were asking how to protect the family before it’s too late.

The right conversations now can prevent confusion later — and put the right structures in place for the next generation.

Legacy is more than money.

General information only. Seek personal financial and legal advice.

We’re incredibly grateful to receive feedback like this from our clients. Clear communication, honest advice and a genui...
10/09/2026

We’re incredibly grateful to receive feedback like this from our clients. Clear communication, honest advice and a genuinely personal approach are exactly what we strive to provide at ER Private Wealth.

Thank you, Chris, for your kind words and for placing your trust in Evguenia and our team.

Address

118 Charman Road
Mentone South, VIC
3194

Opening Hours

Monday 9am - 6:30pm
Tuesday 9am - 6:30pm
Wednesday 9am - 6:30pm
Thursday 9am - 6:30pm
Friday 9am - 6:30pm

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