Ellerfield are leaders in providing living plans tailored to meet your specific financial position.

We know that everyone is unique and so are their circumstances, dreams and aspirations; therefore we create individual plans tailored to suit your needs.

We do this by getting to know:

  • Who you are;
  • What your needs are;
  • What is important to you, and
  • What you value in life.

We understand the importance of developing a lasting relationship where we can help, guide & support you throughout your journey ensuring that you will achieve your financial goals.

  • Lifestyle & Goal Planning

    Ellerfield Financial Planning are big believers in Goal Planning.

    Over many years of helping thousands of clients achieve, we have a deep understanding of what it takes for you to be successful.

    Through experience we know that by managing one’s financial behaviours success is achieved faster and more consistently.

    Our focus is to help clients “Think” first. Thinking first helps you control how you “Feel”, which then leads to improved “Actions” and thus successful “Results”.

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  • Superannuation

    Superannuation is a fundamental element of wealth creation for all Australians.

    Superannuation can provide a low tax environment which can be enhanced by the inclusion of Employer Superannuation Guarantee and personal contributions. These Superannuation contributions can be invested into a variety of super vehicles to suit all levels of investment risk and return.

    A Superannuation strategy commenced at a younger age can provide the potential to meet lifestyle goals at retirement.

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  • Retirement Planning

    Seeking financial advice before you retire can make a significant difference in retirement.

    If you are over the age of 55 and still gainfully employed a 'Transition to Retirement' Strategy may be your answer. Whether you are working full time or are looking to reduce your current employment hours we can assist you with your Transition to Retirement.

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  • Financial Behaviour Accelerator

    Financial Behaviour Accelerator is a service unique to Ellerfield.

    Modelled on the well-regarded Trans-Theoretical Model, which has been used in the health industry for many years, it illustrates an improvement process involving progress through a series of stages.

    Ellerfield are industry leaders in helping people improve their financial behaviour.

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  • Online Budgeting

    No matter how much or how little money you have, being in charge of your finances enables you to feel more secure and in control.

    Having a budget helps you to plan for those big upcoming expenses, so when they arrive you don’t need to worry.

    Putting a budget in place makes sense and is an easy concept for people to understand... Setting a budget and sticking to it can be harder!

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  • Wealth Protection

    Fun, laughter, happiness, adventure and holidays... We would all like to live forever.

    But there is one irrefutable fact; all of us will die one day and some sooner than others.

    It's not a pleasant thought - death, disability and serious illness - yet few of us do not know someone who hasn't been affected, either directly or indirectly.

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Aged Care Solutions

Aged Care Solutions

The legislation supporting aged care has been significantly remodelled since 1 July 2014. The effect of this change could lead to increased aged care costs for many Australians.

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Retirement Planning

Retirement Planning

If you are over the age of 55 and still gainfully employed a 'Transition to Retirement' Strategy may be your answer.

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Your Bank feeds are automatically imported into Xero, so you always have a complete and up-to-date view of your accounts.

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What Clients Say

" I enjoy working with a team of dedicated professionals who are experts in their field. "

Michalle Faulkner

"Their advice has helped us set a foundation and given us a clear idea of what our future could look like."

Daniel & Brooke

"Aaron and his staff presented us with the tools to achieve financial security for the rest of our lives and we highly recommend Ellerfield for anyone who needs assistance with their finances."

Larry & Debbie Fennell