Ellis Financial Advisers is a small boutique financial planning practice located in Perth and its surrounding areas. Led by Brett Ellis, a member of the Financial Planning Association of Australia, the firm specializes in providing comprehensive financial advice to clients. Their services include estate planning assessments, offering insights into various options available, and facilitating outsourcing when necessary.
During the initial discovery meeting, Ellis Financial Advisers focuses on understanding clients’ goals and financial situations to determine how they can assist in achieving those objectives. They emphasize the importance of saving money, building wealth, protecting assets and family, and gaining a better understanding of one’s financial standing. The firm prides itself on offering fair and competitive pricing for their services, ensuring transparency from the outset.
As part of their commitment to client satisfaction, Ellis Financial Advisers conducts annual reviews to assess investments, superannuation, insurances, and overall financial situations. Clients receive regular updates through hard copy annual reports and email newsletters. With a strong network of skilled professionals, the firm maintains a high standard of service delivery and aims to help clients stay on track to meet their financial goals.