Ellerfield Financial Planning - Mount Gravatt

Welcome to Ellerfield Financial Planning, located in Upper Mount Gravatt, Sanders Street. As a trusted establishment in the finance industry, we have been specializing in Wealth Creation and Retirement Planning since 1990.

At Ellerfield, we understand that a stable retirement requires an environment of certainty and control. That's why we create a structure that offers maximum control while providing a detailed understanding of the 'why'. Our team of experts has identified 5 key factors that are essential in retirement planning, helping you connect all the dots and achieve your financial goals.

Many of our clients appreciate the advantages of outsourcing their wealth creation. We invest our time in thorough research and investigation, allowing you to have more time to focus on the important aspects of your life. By entrusting us with your financial planning, you can rest assured that your wealth is in capable hands.

Superannuation is a fundamental element of wealth creation for all Australians. With a Superannuation strategy initiated at a younger age, you have the potential to meet your lifestyle goals at retirement. Our team can guide you through the complexities of self-managed super funds, giving you greater flexibility and control over your retirement savings and how they are invested.

Protecting your wealth is of utmost importance to us. Together, we will develop a comprehensive plan to safeguard your family, lifestyle, and income. With our assistance, you can have peace of mind knowing that your loved ones will be protected in the event of unforeseen circumstances. Estate Management is more than just creating a plan to distribute assets; it encompasses a holistic approach to secure your legacy.

When it comes to aged care, we understand that there are numerous options available. Our aged care solution focuses on improving your benefits, reducing costs, and understanding the impact on your estate. We will guide you through this complex process, ensuring that you make informed decisions that align with your needs and goals.

Don't hesitate to speak to our experts. We offer a free consultation with one of our advisers, allowing you to discuss your financial aspirations and explore how we can assist you in achieving them. Trust Ellerfield Financial Planning to provide you with the expertise and guidance you need for a secure and prosperous future.