At Ellerfield Financial Planning our undivided focus is directed towards understanding our clients and the way they live. This approach helps us make a difference to our clients. As we really get to know our clients, we are able to offer highly personalised financial advice that guides them towards achieving their goals and creating wealth…during all stages of their life. Indeed, you may not realise all the different people, situations and lifestyles we can make a difference to.
Family starting out.
· Typically in their 20’s to 40, having a baby or a growing family
· Renting and saving, or buying a (first or larger) home
· Starting their career and looking for direction – savings, investment, tax, property
· Worried about the cost of living, interest rates, bills, school fees
· People with children saying "I don't want to go back to work but I feel I have to"
Talking about retirement.
· Are typically in their 50’s, often saying "Finally the kids have moved out!”“
· Talk about winding back or might have started working part-time
· People who want to travel, play golf, spend time with the grandkids but...
· ..might wonder if they have enough to retire on or if they have to work longer
· Saying “I'm thinking about setting up my own Self Managed Super Fund
Getting the most out of life
· Individuals or couples with a successful career and are "kicking goals"
· Often leading very active lives, working all day, taking kids to school activities
· Love to send the kids to private school / university and talk about the costs
· “I want to buy an investment property or get a holiday house at the beach/snow”
· Might be about to deal with a financial change – marriage, divorce, more kids
If you know anyone that might benefit from a coffee with me please contact us at Ellerfield Financial Planning. You can also take comfort from our Referral Policy:
All our business is confidential. We will not discuss what services we may have provided to you. We prefer to avoid surprising people and would prefer an introduction to anyone you refer to us. Any initial “coffee” meeting is taken at face value and no obligations are placed on anyone.