E S & A Financial Services Pty Ltd
41 Years
in Business
1 Year with
Yellow Pages
Gallery
About Us
Assisting You To Reach Your Maximum Potential.
- 25 years of business and investment experience
- Estate planning
- Superannuation
- We are assisted by the latest technology
- General Info
If you dream alone, it might end up being just a dream. Dream with us and we will make it a reality.
Everything we do at Ellen Schafer and Associates is based on seasoned research developed through 26 years of experience in assisting clients with carefully considered financial planning. We teach our clients how to ascertain what degree of certainty there is in the investment process and how to harness that information to create wealth.
We have been clients of ES&A for over 14 years & although we originally came to them for early retirement planning we have found that the business & life style advice we have also been given over the years has proved to be invaluable to us. Tony & Belinda
Our advisers have a vested interest in looking after you because the advisers are also the 'owners' or the 'successors' of our business. All our advisers are senior in that they not only have extensive years of industry experience under their belt but they all hold university degrees - with Ellen & Julie Schafer both holding a Masters in Applied Finance.
Services: Financial Planning Advice, Investment Services, Insurance/Protection, Lending Services.
- Accreditations
Authorised Representative of GWM Adviser Services Limited- Email Business
- Payment method
- cheque, money order, diners club, mastercard, debit, visa, eft, bpay, cash, amex
- Established
- 1985
- ABN
- 67 072 661 548
- ACN
- 161 069 825
- Staff
- 1-10
- Service Notes
- Phone For Appointments & Workshops
- Other Links
- Category
- Licenses
- Legal ID: Superannuation
- Commercial
- Yes
FAQs
How does it work?
Almost anyone can have their own SMSF. If you prefer to maintain control over your investments rather than leave it in the hands of the institutions, then a SMSF may be appropriate for you. There are a lot of rules to consider along the way, but operating your own fund is an option available to anyone and need not be as complicated as some would have you believe!
What sort of ongoing service do you provide and what does it cos
Before you become a client you will be given a comprehensive Service Agreement which will outline all our ongoing fees as well as the services we provide. We do not have a 'set' ongoing fee. Ongoing fees will depend on the level of service we believe you will require. We do not accept trailing commissions and are only paid by our Clients - either directly or via their investments or a combination of both.
Is it alright if my partner does not attend our meetings as he or she is not interested in investment?
ES&A have a policy that both partners must attend all meetings.
What type of advice do you give?
We give advice on wealth creation, retirement planning, superannuation, risk analysis, portfolio monitoring, gearing, insurance protection, debt reduction, wealth preservation strategies and lifestyle goals and objectives. Whatever advice we give will be tailored around your particular needs and it will also take into consideration your risk tolerance.
Who will be my adviser and what qualifications will they have?
Your adviser will be acting as an Authorised Representative on behalf of GWM Adviser Services Limited Australian Financial Services Licensee. Our Authorised Representatives hold a Master of Applied Finance amongst their industry recognised qualifications and as owners of the business they have a vested interest in providing quality advice and a service which we believe is second to none.
Do I have to pay to see an adviser and if so how much?
Your first appointment is free. After your first appointment you will be charged an advisory service fee for the financial education that we provide to all clients and for the preparation of our recommendations. Should you decide to implement our recommendation the fees for implementation, our ongoing service fees and what those service fees provide will be outlined in detail in your plan.