Our Financial Journey


From Inception to the Future of Financial Advice

Specialising in Wealth Creation and Retirement Planning since 1990


History

Created in 1990, Ellerfield has become a market leader in advice that produces results. Originally a family-owned business, the firm has grown into five office locations and has over 3,500 clients around Australia and Internationally.


Leadership

We believe that running an efficient business is the key to being able to provide our clients with the time needed to address their needs.

Through direction and training we ensure our staff are kept up-to-date with constant developments in the market, along with the latest benefits and incentives that are available to you.


Advisers

Our Advisers focus is directed towards understanding you and the way you live.

As we really get to know you, we are able to offer highly personalised financial advice that guides you towards achieving your goals and creating wealth, during all stages of your life.

We work with you practically to ensure that our advice and strategies always give you real value in return. That is why we are rewardingly different.


Business Development

Our team develop relationships with other advisory professionals, such as accountants, solicitors, mortgage brokers and insurance brokers.

In many instances their clients are not sure how a financial advisor can help them. However, once they experience an initial meeting with an Ellerfield financial advisor, the client gains a better understanding of their lifestyle and financial goals.


Technical Specialists

We invest our time in thorough research and development, so we can offer you the best possible advice tailored to your needs.

Our team of technical specialists use their skill and knowledge of the various financial strategies available, thus creating strategies that lead the market and produce results.

The technical specialists at Ellerfield work in tandem with the advisers in order to create a detailed financial plan for every client.


Client Service

We believe in getting to know our clients.

We know that there is nothing more frustrating than talking to a different person each time you call, which is why every Ellerfield client has their own Client Service Manager. No matter how simple or complex your situation, your Client Service Manager is in contact with you regularly to ensuring each process runs as smoothly as possible.