Ellerfield Financial Planning, based on the Sunshine Coast, is a market leader in providing expert advice on wealth creation and retirement planning since its establishment in 1990. With five office locations across Australia and internationally, Ellerfield has built a reputation for delivering tailored financial solutions to over 3,500 clients. The firm’s philosophy revolves around creating a structured environment that offers maximum control and understanding of clients’ financial goals, emphasizing the importance of outsourcing wealth creation to free up time for clients to focus on what truly matters in their lives.
specialising in superannuation strategies and self-managed super funds, Ellerfield empowers clients to take control of their retirement savings and investments, ensuring they have the flexibility to meet their lifestyle goals at retirement. The firm’s comprehensive approach extends to estate management, aged care solutions, and protecting clients’ wealth, providing peace of mind and security for their families and future generations. Ellerfield’s team of technical specialists and advisers work collaboratively to develop personalized financial plans that lead the market and produce tangible results for clients.
Through continuous training and staying abreast of market developments, Ellerfield’s advisers focus on understanding each client’s unique circumstances and financial aspirations. By fostering strong relationships with other advisory professionals, such as accountants and solicitors, the firm ensures a holistic approach to financial planning that addresses all aspects of clients’ financial well-being. With a commitment to delivering real value and personalized advice, Ellerfield offers free consultations to help clients embark on a journey towards achieving their financial goals and creating lasting wealth.