Cash Flow and Debt Management

financial planning cash flowEllerfield Financial Planning addresses your total financial needs.

Allowing Ellerfield to look at your current debt position in detail can potentially save you thousands of dollars and years off your current mortgage.

Ellerfield can create a comprehensive Mortgage Plan that makes sure debt is used effectively and efficiently. It does this by implementing a Mortgage Reduction Plan to reduce your mortgage at a faster rate by harnessing surplus cash flow.

It has been difficult to achieve this using traditional banking methods without restricting access to your money… Until now!

xero financial planning

Having instant access to your real-time financial data gives you control over your cashflow like never before.

Why our clients currently using Xero love it

  • You get Automated Bank Feeds Daily
  • It’s Fast and Simple
  • You can use it anytime your online, from anywhere
  • It’s Safe and Secure
  • The Dashboard gives you a clear financial overview
  • Interactive graphs show money going in & money going out
  • The watch list lets you monitor specific accounts.
  • No installation or IT maintenance required

Automated Bank Feeds

Your Bank feeds are automatically imported into Xero, so you always have a complete and up-to-date view of your bank accounts.

Bank Reconciliation

Once your bank statements have been imported, Xero will match most of your bank transactions automatically including Credit Cards and PayPal, just click OK to reconcile.

You can also create custom rules to automatically match more complex transactions, like split payments.  It’s effortless to keep your accounts accurate and up-to-date.


Whether you’re using your iPhone, Android or Personal Computer you can view your all your Bank Account & Credit Card balances at a glance and add new transactions with a simple click.

computer financial planning