Services
- Home
- Services
Our Services
Guiding Your Investments
to New Heights
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.
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.
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.
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.
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.
Portfolio Management
Our expert advisors craft diversified investment portfolios tailored to your financial goals. We balance growth and risk, ensuring your assets are managed with precision and insight for long-term success.
Financial Planning & Analysis
Holistic financial planning services to help you understand, manage, and maximize your financial health.
Risk Management & Asset Protection
Comprehensive strategies to minimize risk and safeguard your investments and assets against market volatility.
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.