Ellixi Wealth is a boutique financial planning firm based in Sydney, founded by Callie and Henriëtte Scheffer, who collectively bring over 60 years of experience in the financial services industry. specialising in personalized financial planning, super and retirement advice, wealth-building strategies, and insurance solutions, Ellixi Wealth offers comprehensive and caring guidance to individuals, couples, and business owners. Their tailored approach aims to maximize and protect clients’ financial futures by providing expert advice and support in areas such as lending, cashflow planning, and money management.
With a focus on holistic financial planning, Ellixi Wealth prides itself on delivering highly personalized services that cater to each client’s unique needs and goals. Through one-on-one consultations, the team at Ellixi Wealth helps clients navigate complex financial decisions, offering a mix of strategies and resources designed to support their journey to financial freedom. Whether clients are planning for retirement, looking to build wealth, or seeking the right insurance coverage, Ellixi Wealth’s expert advisors work closely with individuals and families to develop tailored financial plans that align with their long-term objectives.
Henriëtte and Callie Scheffer, both Certified Financial Planners with extensive expertise in retirement planning, wealth management, and client service, lead the team at Ellixi Wealth. Their client-centric approach emphasizes transparency, integrity, and fairness, ensuring that each client receives personalized attention and guidance throughout their financial planning journey. By combining deep industry knowledge with a genuine commitment to helping clients achieve financial security and freedom, Ellixi Wealth stands out as a trusted partner for those seeking expert financial advice and support in navigating the complexities of wealth management.