Ellerfield Financial Planning

Directions

Achieving Goals Now & in the Future - The experts in Financial Planning, Debt Reduction, Wealth Creation & Protection

As market leaders Ellerfield Financial Planning commit to providing professional, comprehensive and consistent financial advice that is of superior quality.  Clients will experience a caring team, committed to their goals and wealth creation.

Ellerfield Financial Planning was established in 1990 to provide comprehensive financial advice with a focus on lifestyle planning.  With over 150 years of financial planning experience you are in good hands!

Client satisfaction is extremely important to Ellerfield Financial Planning.  Below are just some of the testimonials we have recieved from our clients.


"Financially, we had two things 'going for us'. We had good income and a line of credit. Despite this we were accelerating to middle age with a substantial mortgage. Our life was unplanned, uncertain with fluctuating financial variables. Ignorance was bliss (but stressful too). 

Our insurance adviser introduced us to 'someone who would change our lives' - Aaron and the Ellerfield team have delivered the promise. Firstly, with encouraged discipline, we took control of our outgoings by budget management (eBudget) - allowing us to reduce our mortgage by more than half in less than three years. Secondly, investment strategies have put us in a new position of strength and retirement is looking attractive and much more affordable. 


Passion for excellence
                                                Integrity
                                                Lifetime learning
                                                Lead by example
                                                A balanced life
                                                Respect for others

Reviews of Ellerfield Financial Planning

  • Monday:
    9:00 AM-5:30 PM
  • Tuesday:
    9:00 AM-5:30 PM
  • Wednesday:
    9:00 AM-5:30 PM
  • Friday:
    9:00 AM-5:30 PM
  • Saturday:
    9:00 AM-5:30 PM
  • Sunday:
    9:00 AM-5:30 PM

Investing

Service Options

Rollovers Investment Trusts Investor Events Fund Management Portfolio Management Bonds Asset Management Consulting Shares Business Investments Retirement Planning

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