My husband and I approached Ellerfield Financial Planning because we needed to plan for our future. They were recommended to us by a friend.
Although we were quite good with our money, had nice holidays and were achieving goals, we had no actual financial planning in place for our future and retirement.
Sharan Sheth has made the whole process easy to understand. He is always available to talk to and explain anything that we are not quite sure about.
He treats our money as his money. Planning for our goals in life before we retire is always at the forefront of our conversations and we work out how we are going to achieve them.
Ellerfield have organised our Insurances / Pensions and have set up a short and long term financial plan for us.
Xero (an accounting software package) has made us accountable for our personal expenditures and allows us to easily track and plan our finances. Cindy, has been an angel and has been extremely helpful, spending so much time with us to personalise and set up xero for us – nothing is ever too much trouble.
We now have peace of mind that our finances are in good hands. The whole experience has been a positive one and we would highly recommend Sharan and his team at Ellerfield to anyone who is looking to plan for their future.
We look forward to continuing our financial relationship with Ellerfield for many years to come.