Ellerfield Financial Planning - Sunshine Coast
55 Plaza Parade, Maroochydore, Queensland 4558
About the Business
Welcome to Ellerfield Financial Planning - Sunshine Coast, located at 55 Plaza Parade in Maroochydore, Australia. As an established financial institution, we specialize in Wealth Creation and Retirement Planning, and have been doing so since 1990.
We understand that a stable retirement requires an environment of certainty and control. That's why at Ellerfield, we create a structure that offers maximum control while providing you with a detailed understanding of the 'why' behind your financial decisions. We believe that connecting all the dots is essential, and we have identified 5 key factors that are crucial in retirement planning.
Many of our clients appreciate the advantages of outsourcing their wealth creation to us. We invest our time in thorough research and investigation, allowing you to have more time to focus on the important things in your life. With our expertise, you can trust that your financial goals are in capable hands.
Superannuation is a fundamental element of wealth creation for all Australians, and we can help you develop a strategy that starts at a younger age, providing you with the potential to meet your lifestyle goals at retirement. Additionally, our self-managed super funds offer greater flexibility and control over your retirement savings and how they are invested.
We also understand the importance of protecting your wealth. Together, we will put a comprehensive plan in place to help you Protect Your Family, Your Lifestyle, and Your Income. This plan will give you peace of mind, knowing that if something should happen, your family will be protected. Estate Management is more than just making a plan to distribute certain assets to certain people, and we are here to guide you through the process.
When it comes to aged care, we know that there are many options available. Our expertise lies in improving your benefits, reducing your costs, and helping you understand the impact on your estate. We will work with you to find the best aged care solution that meets your unique needs.
If you're ready to take control of your financial future, we invite you to speak to our experts and schedule a free consultation with one of our advisers. At Ellerfield Financial Planning - Sunshine Coast, we are committed to helping you achieve your financial goals and providing you with peace of mind.
Contacts
55 Plaza Parade, Maroochydore, Queensland 4558, Australia
Opening hours
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Alex has been looking after our finances for a while now.We have found Alex to be very professional and thorough in his work for us . He is also very professional and understanding to what we would like to do in our retirement. Thanks Mark&Jo"
"Alex Holmes built a strategy to increase our wealth quickly using equity in our home and help save tax. He is always nice, provided good service and always willing to help. Much appreciated."
"My wife and I saw Alex Holmes in a bid to help secure our and our new young sons future. Alex helped us to create a plan which gave us an insight into our future by simply making some changes and setting things up. We are very satisfied with the outcome. He is very professional, experienced and upfront about every detail. We would not hesitate to recommend him to anyone."
"My husband and I met with Alex to discuss our retirement plans and have really enjoyed the process. We were quite impressed with his ideas to maximise Centrelink and reduce tax. We are very thankful for the increased confidence leading into retirement."
"Alex Holmes was very professional in providing insurance advice to me. He kept me up to date throughout the whole process and made sure I understood everything that I was applying for. I would highly recommend Alex and the team at Ellerfield Financial Planning to anyone needing financial advice."
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