As leaders in Wealth Accumulation and Retirement Planning, we believe that a stable retirement needs an environment of certainty and control. 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. 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 is a fundamental element of wealth creation for all Australians.
There are 5 keys to retirement planning that help connect all the dots. 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 is a fundamental element of wealth creation for all Australians.
Services
Scott has over 15 years of experience providing advice and wealth strategies to a diverse range of individuals, families and business clients. He enjoys when a client is engaged and considers himself a bit of a 'numbers nerd' due to the genuine excitement he feels when compiling client strategies using our goal focused planning methods.
Created in 1990, Ellerfield has become a market leader in advice that produces results. Originally a family-owned business, the firm has grown into five office locations and has over 3,500 clients around Australia and Internationally. We believe that running an efficient business is the key to being able to provide our clients with the time needed to address their needs.
Prue Simmonds, husband Andrew and their three young children, live in Buderim on the Sunshine Coast. Prue has kindly agreed to share her family's experience of deciding to engage the services of a financial planner and what differences this has made to their lives. Andrew and I have three children and we wanted to make sure we had a good start on a plan for the future financially.
We believe that a tailored and diversified investment strategy is the most predictable way to build wealth. 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.
Super can provide a low tax environment which can be enhanced by the inclusion of Employer Superannuation Guarantee and personal contributions. Would you like greater flexibility and control over your retirement savings and how they are invested?
Self Managed Superannuation Funds can be an attractive alternative for individuals and families seeking greater flexibility and control over their retirement savings and how these savings are invested whilst benefiting from potential tax advantages.A SMSF offers a wider choice of Investments. The flexible nature of SMSFs can allow you to include Property and comprehensive Estate Planning.
Self Managed Superannuation Funds can be an attractive alternative for individuals and families seeking greater flexibility and control over their retirement savings and how these savings are invested whilst benefiting from potential tax advantages.A SMSF offers a wider choice of Investments. The flexible nature of SMSFs can allow you to include Property and comprehensive Estate Planning.
Reviews (6)
Dean Paul Ind
Jan 11, 2022
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Lynette Yates
Dec 22, 2021
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Ajay Komkoon
Dec 07, 2021
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Craig Giles
Nov 28, 2021
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Jessica Yates
Oct 20, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Alex Holmes was very professional in providing insurance advice to me. He kept me up to date throughout the whole process and made sure I understood everything that I was applying for. I would highly recommend Alex and the team at Ellerfield Financial Planning to anyone needing financial advice.
Alex Holmes was very professional in providing insurance advice to me. He kept me up to date throughout the whole process and made sure I understood everything that I was applying for. I would highly recommend Alex and the team at Ellerfield Financial Planning to anyone needing financial advice.
Greg M.
Feb 13, 2021
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Many years ago Frank advised me to move my VERY SECURE super funds from QSuper to his professionally managed MLC account. Well that was the worst mistake I ever made. Lost 1/3 in a matter of months. Quickly saved the balance by moving back into my Industry Fund. Only now gave my super recovered. That’s 15 years. I’d avoid this business at all costs. You WILL lose!
