Ellis Financial Advisers is a small boutique financial planning practice servicing the Perth area and surrounds. Brett Ellis, Financial Adviser, is a member of the Financial Planning Association of Australia and provides advice on:
Superannuation
TTR (Transition to Retirement strategy)
Insurance cover: including Trauma Protection, Life, Income Protection and TPD (Total & Permanent Disablement). Our review process includes assessing your Estate Planning needs. We want to make sure our clients are aware of any Estate Planning issues and we can advise on the different options available and recommend outsourcing if need be.
If outsourcing is required we are fortunate to have a good relationship with skilled and competent professionals that can assist in the restructure of your loans and prepare your wills.
During our first initial discovery meeting, we will sit with you and find out what you would like to achieve and get an understanding of your situation. We would let you know if we can assist you in reaching your goals. That could be saving money, building wealth, protecting your assets/family or understanding your financial situation better.
At our initial meeting we would also discuss the cost of our services which we believe to be fair and competitive.
Once you are a client, part of the ongoing service is sitting down with you at least once a year to review your investments, superannuation, insurances and situation to ensure all is still on track to meet your objectives and goals.
We also provide clients with Annual Reports (hard copy) and Newsletters (email).
If you would like to make an appointment to meet with us we can be contacted by email or phone. Our office hours are 9am to 5pm Monday to Friday, or please address correspondence to PO Box 233 Mt Hawthorn WA 6915.
