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Passion for excellence
Integrity
Lifetime learning
Lead by example
A balanced life
Respect for others
“As market leaders Ellerfield Financial Planning commit to providing professional, comprehensive and consistent financial advice that is of superior quality. Clients will experience a caring team, committed to their goals and wealth creation.”
“Using innovation, technology and strategy, Ellerfield will assist clients in attaining a quality lifestyle through progressive knowledge and established processes.”
Ellerfield Financial Planning was established in 1990 to provide comprehensive financial advice with a focus on lifestyle planning. With over 150 years of financial planning experience you are in good hands!
We currently have three financial planning offices. Our first office is located in Buderim on Queensland's Sunshine Coast. We have our second office located at Mt Gravatt, Brisbane.
Late 2008, we opened our Mount Isa office to enable us to best service our many clients in the region.
Our firm is unique.
At Ellerfield Financial Planning, we know the most important things in life don't always involve money.
Taking your lifestyle needs into consideration is a major part of what we do. We like to get to know you as a person. We want to understand you and get to know your current situation - where you are now and where you want to be.
Our philosophy is quite clear. Changes occur and so must your financial planning advice.
When dealing with our office, you will find us to be a progressive team that takes a professional, caring approach to your personal situation. Our dedicated team has a consistent approach to service; to building relationships and to developing solutions that will ultimately result in your future success.
We pride ourselves in taking a holistic approach to financial planning to ensure all your requirements and needs are addressed to help you reach your financial goals.
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