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Client satisfaction is extremely important to Ellerfield Financial Planning. Below are just some of the testimonials we have recieved from our clients.
"Hi, my name is Mike Duran and I work for a national company working in the mining and automotive industries as a Project Manager. I earn a reasonable salary and have been with this company for 10 years and in the industry for 30 plus years.
I would like to think I would be in a situation now where I would be enjoying a comfortable lifestyle with money for my retirement in the bank and an investment portfolio to be proud of, unfortunately due to a marriage breakdown five years ago and subsequent breakdown of another relationship I found myself living day to day just to keep my house and look after my kids who still lived with me.
I decided one day to do something about it and found Ellerfield on the internet and decided to see what they could do for me. I was apprehensive at first believing that my situation was next to hopeless. After my initial meeting with Aaron and his staff I suddenly had renewed hope.
Aaron put me on a personalized budget which although seemingly tough to start with became very manageable and began showing some positive results towards my goal of being debt free in 12 years. I have only been with Ellerfield for a few months, but the trend my finances are taking is a complete turnaround to what they were 6 months ago.
In the meantime Ellerfield are continually looking for more opportunities for me to save money and take on my financial burdens leaving me free to get on with enjoying my life".
Mike Duran, Regents Park, Qld
"In just the two years we have been with Ellerfield their sound financial advice has not only seen us through my husband’s diagnoses with cancer but also allowed us to significantly reduce our mortgage. We are in our thirties with a family.
In 2008 Ellerfield advised my husband to cover himself with Critical Illness Insurance. In less than 18 months of having this insurance we needed to claim on it. We now have greater financial stability and can meet our lifestyle goals.
Ellerfield’s focus on our lifestyle and not just managing our money has made all the difference. We cannot thank them enough."
Graham and Anita Cray, Warwick, Qld
"Financially, we had two things 'going for us'. We had good income and a line of credit. Despite this we were accelerating to middle age with a substantial mortgage. Our life was unplanned, uncertain with fluctuating financial variables. Ignorance was bliss (but stressful too).
Our insurance adviser introduced us to 'someone who would change our lives' - Aaron and the Ellerfield team have delivered the promise. Firstly, with encouraged discipline, we took control of our outgoings by budget management (eBudget) - allowing us to reduce our mortgage by more than half in less than three years. Secondly, investment strategies have put us in a new position of strength and retirement is looking attractive and much more affordable.
To Aaron and the Ellerfield team, we are sincerely grateful. Our lives are changed for the better. The ongoing relationship gives us strength and confidence. One regret though - not meeting up with Ellerfield ten years earlier! - to this end our children will be having a compulsory attendance".
John & Debbie Buckley, Gold Coast, Qld
"Since engaging Ellerfield Financial Planning our financial future is assured. In the past we were just bumping along in the financial wilderness and now we can look forward to a secure retirement."
Steve & Mare McIvor, Mount Isa, Qld
"We have been using Ellerfield Financial Planning for more than 10 years. During this time we have found that the high standard and wide range of services provided have been very rewarding and provided us with a sound financial future. We have no hesitation in recommending Ellerfield Financial Planning to anyone looking to establish a sound financial plan for the future." Michael & Jenny Maddox, Nambour, Qld
Ellerfield Financial Planning is responsible for getting our desperate financial situation back on the right track. Their professional planning and advice has helped us both and we can see our financial future will be much more secure, thanks to the Ellerfield advisors, we appreciate your commitment to us. Mark Lenuzza & Dianne Domrow, Mount Isa, Qld
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"Dealing with Ellerfield Financial Planning has been a very rewarding experience. We now feel we are really taking control of our financial future with the help and guidance of a friendly, efficient Ellerfield team. Taking the initial step in this direction was a difficult but ultimately wise move."
Dennis & Peita Preston, Nambour, Qld
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"When my husband and I first came to Ellerfield Financial Planning a year ago we were spending far more than we were earning. In a year we have been able, with Ellerfield's help, to control our spending. We can now see a future in which our mortgage will be paid off and we can have money in the bank. The staff at Ellerfield feel like friends to us. They offer more than just a service." Greg & Ruth Allen, Yandina, Qld
"Effective financial planning is an important aspect of our business and personal life. We were looking for a company that could provide the financial and investment expertise we required whilst clearly taking into consideration our lifestyle and personal goals. We engaged the services of Ellerfield Financial Planning over twelve months ago and are extremely satisfied with the excellent advice, service and outcomes achieved to date. Regular reviews with our consultant has contributed to us remaining fully informed about the performance of our investments as well as a range of other strategies in place to support our business and personal goals. We have no hesitation in recommending Ellerfield Financial Planning services as a company with integrity and expertise." Bruce & Julie Morgan, Marcoola, Qld
"We have been with Ellerfield Financial Planning for the last 3 years and we now feel we are really taking control of our financial future. When we need help or advice, we are always provided with efficient and friendly service. We have no hesitation in recommending Ellerfield Financial Planning to any person looking for assistance with their financial planning"
"Before meeting Aaron and the team at Ellerfield, I was drifting in the financial wilderness. Now we have formulated a plan and I feel I am moving forward with purpose. I am now looking forward to my retirement and financial security. I highly recommend Ellerfield Financial Planning.
We struggled for years with money matters, Only to find our finances in tatters.
A house, a car and then a boat.
We dared not get another quote!
Years of hardship, years of toil,
Relationships kept on the boil.
And then some friends hoved into sight.
“We know,” they said, “who’ll set you right.”
There followed a budget and even a goal.
[We’d do anything to get out of that hole.]
With quarterly meetings to keep us on track,
It wasn’t long before we had the knack.
We’ve reduced the mortgage, increased our shares,
And now we have few money cares.
Our annual review shows our future is sealed
Of course that’s because we’re with Ellerfield!
Colin & Jo Male, MT Mellum, Qld
"Ellerfield Financial Planning has opened our eyes to a new way of planning for our business and personal finances. The systems we now have in place leave us feeling confident in our financial future". Ben & Jodi McDonald, Forest Glen, Qld
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