Welcome to Ellerfield Financial Planning’s Application. We are at the forefront of our industry, with technological advances, and are pleased to offer our clients the convenience and flexibility of mobile communication. This application allows our clients to easily contact our offices, book their next appointment with their adviser, access their investment portfolio or Ellerfield’s exclusive ellerCentral services.Ellerfield is one of Queensland’s finest Financial Planning businesses’ and strives to provide the best possible client service in the most convenient and innovative way. Ellerfield has offices located on the Sunshine Coast, South Brisbane and Mount Isa as well as servicing Sydney and Melbourne.
Ellerfield provides comprehensive financial advice with a focus on lifestyle planning. Market leaders with over 150 years of combined experience and managing in excess of $300 million funds under management.
Clients will be served by a caring & professional team, focused on your individual goals.
The advisory services provided are related to:
- Investments/ Gearing Strategies
- Superannuation
- Home Loans*
- Personal Insurance
- Mortgage Reduction Strategies
- Debt Consolidation*
- Budgeting
(Ellerfield Finance Solutions are a separately aligned business with Ellerfield Financial Planning. The Finance product and services offered by Ellerfield Finance Solutions is not authorised by GWM Adviser Services Limited and is not responsible for the advice and services provided by Ellerfield Finance Solutions.)