Specialising in Wealth Creation and Retirement Planning since 1990
Ellerfield has a comprehensive understanding of financial success.
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Retirement Planning
A stable retirement needs an environment of certainty and control. Ellerfield creates a structure offering maximum control while providing a detailed understanding of the ‘why’. There are 5 keys to retirement planning that help connect all the dots.
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Wealth Creation
Many of our clients understand the advantages of outsourcing their wealth creation. We invest our time in thorough research and investigation, so you have more time to spend on the important things in your life.
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Superannuation / Self Managed Super Funds
Superannuation is a fundamental element of wealth creation for all Australians. A Superannuation strategy commenced at a younger age can provide the potential to meet lifestyle goals at retirement. Self-managed super funds give you greater flexibility and control over your retirement savings and how they are invested.
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Cash Flow & Debt Management
View all your accounts at a glance on your iPhone, Smart Phone or Computer. Track your finances and easily manage your cashflow, check bank balances, even upload receipts ready for tax time.
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Wealth Protection & Estate Planning
We understand just how important protecting your wealth is. That’s why together, we put a plan in place to help you Protect Your Family, Your Lifestyle and Your Income; giving you peace of mind that if something should happen your family will be protected. Estate Management is more than just making a plan to distribute certain assets to certain people.
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Aged Care Solutions
There are many different options for aged care. Improving your benefits, reducing your costs and understanding the impact on your estate are the key areas to our aged care solution.
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