Ellixi Wealth and Financial Planning
- Financial Planning Services
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About
At Ellixi Wealth – we’re your financial planning partners for life. With our comprehensive, caring approach, we help you get the right mix of personalised retirement planning, wealth-building strategies, and insurance you’ll need to maximise, understand, and protect your future.
No matter your age, we help you set down your best financial foundations with highly-tailored (never cookie cutter) guidance - ensuring that the big picture you envision for yourself and your family is always considered, clear, and planned for. From a holistic perspective, we help you do this through customised investment advice, budgeting and debt management, superannuation planning, retirement planning, estate planning, personal insurance, and doing a review of your lending.
With 60+ years of combined experience, we bring you deep expertise across a wide range of key wealth and financial areas. Led by respected financial experts, Callie and Henriette Scheffer, we’ve spent decades learning the right questions to ask and consider from every angle, not just one specialty.
Ellixi is a boutique style financial planning firm that is proudly separate from the major national firms, allowing us to deliver straightforward financial advice and a strong variety of services and products – giving you exactly what you need (and nothing you don’t). And beyond our holistic planning services, we also offer valuable tools and resources to help you ease your journey to financial freedom.
So, if you’re ready to feel clear and confident about your super, retirement, insurance, lending and wealth – we’re here to help. Connect with us today and we’ll help you understand, plan, and protect your tomorrow, together.
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Whom to Contact
- Mrs. Henriette Scheffer
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Directions
From Castle Hill, Head west on Cecil Ave towards Old Northern Rd, Turn left into Showground Rd, Use right lane to turn right onto Norwest Blvd, At the roundabout take the 3rd exit onto Columbia.