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Ellerfield Financial Planning

Ellerfield Financial Planning

4.5 from 6 reviews · View Statistics
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6 reviews

    Retirement Planning in "Nick of Time"

    Michalle Faulkner
    Michalle FaulknerSunshine Coast
    • 2 reviews

    Great service and a dedicated team of professionals


    I have had the pleasure of working with and being a Client of Ellerfield Financial Planning for the past 7 years. I enjoy working with a team of dedicated professionals who are experts in their field. They work diligently with Clients to support real results on their behalf. I highly recommend them as an innovative organisation that knows their stuff.
    Up to date Financial Advice that is both useful and produces results

    Ellerfield Financial Planning
    EllerfieldEllerfield Financial Planning

    Where on our way...


    We've been with Ellerfields for almost 3 years and have appreciated their holistic approach to planning our future. As a couple in our early 30's starting a family, all of their advice has helped us set a foundation and given us a clear idea of what our future could look like. Their conservative planning has set achievable goals, that are realistic and allow us a balance between short and long term needs.
    We have always found the Ellerfields team very encouraging and accommodating, and cannot recommend them highly enough. We look forward to working with them over the next years to build our financial security.

    Ellerfield Financial Planning
    EllerfieldEllerfield Financial Planning

    Great service and results


    Ellerfield are great. They have sorted out our Insurance, Super, Mortgage, and also review us every 4 months about our budget, goals, investment performance etc. We love the fact they contact us regularly and keep us up to date. Also like the online software and website - and Facebook account gives us free tips and we can communicate with them between our meetings. Now our mortgage is coming down fast using their strategy and our retirement planning is on track. Also like the fact they have been around for more than 20 years.
    Service, Value for Money, good advice, 4 office locations
    Need to travel 30mins to closest office

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    • 2 reviews

    Excellent financial planning company


    We recently used Ellerfield and were recommended to use them by our accountant. We were a bit hesitant but after our first meeting we knew this company knew what it was doing. They have been around for ages. We needed advice on how to reduce our mortgage and they put together a plan together with their online service - its pretty good. We have already paid off more of our mortgage than we thought possible using their tracking service. Very happy.
    Professional, Caring, 20 year history, Simple to understand

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