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Ellerfield Financial Planning Ellerfield Financial Planning Ellerfield Financial Planning Ellerfield Financial Planning
  • Home
  • About
    • Our Team
    • FAQ’s
  • Services
    • Retirement Planning
    • Wealth Creation
    • Superannuation / Self-Managed Super Funds
    • Cash Flow and Debt Management
    • Wealth Protection and Estate Planning
    • Aged Care Solutions
  • Contact
  • Begin Your Journey



FOCUS2_logo

Ellerfield has created a detailed and tailored retirement program called F.O.C.U.S.2. ® (Framework Of Certainty. Understanding. Strategic Solutions.) Explore the topics below and take control of your future.

  • Understanding the need to plan for retirement
  • Is it ever too late to get retirement ready?
  • When should I start Planning?
  • Debunking the myths about superannuation
  • The best strategies to get ready for retirement
  • How much income am I going to need in retirement?
  • Are there ways to enhance my age pension entitlements during retirement?
  • I know how much I want, but how do I go about getting it week to week
  • What is the biggest risk I face in retirement?
  • Who can my super go to and will they pay tax?
  • I have a basic will, is this sufficient?

Speak to the experts. Get a free consultation with one of our advisers.

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Specialising in Wealth Creation and Retirement Planning since 1990

© Ellerfield Wealth Pty Ltd
T1 404 Kon-Tiki Business Centre,
55 Plaza Parade, Maroochydore Qld 4558

OFFICES: Sunshine Coast, Brisbane, Mount Isa, North Sydney, Darwin

Phone: 1300 876 693
Email: info@ellerfield.com.au

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Ellerfield Wealth Pty Ltd trading as Ellerfield Financial Planning (ABN 64 641 999 233) is a Corporate Authorised Representative (No. 1283729) of Walker Capital Private Wealth Pty Limited (AFSL No. 436859). For more information please refer to the Financial Services Guide.

Any advice on this website is general advice only. The content has been prepared without taking into account the investment objectives, financial situation or particular needs of any particular person. Before making a decision about any information contained on this website you should carefully consider the appropriateness of the information in light of your personal circumstances in addition to the information provided in the PDS of the relevant financial product. You should also consider seeking professional advice from your financial adviser.

"F.O.C.U.S2 ® is a registered Trademark and intellectual property of Ellerfield Financial Planning. Ellerfield Financial Planning has the exclusive right for the use of F.O.C.U.S2. Using it without permission will be seen as infringement of our trademark rights and may attract legal action.

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