Personalised financial planning to protect your tomorrow today

Your financial planning partners for life.

Fully tailored financial planning advice to help you achieve the future you envisioned

Whatever your age, Ellixi can help you to lay the best foundations for your financial future. We offer fully tailored advice, ensuring that we take the bigger picture into account so you can provide for your family, meet your goals, and enjoy financial freedom.

Step 1

Get in touch to book your free consultation

Talk to our team about your financial needs and book a convenient time for your free consultation.

Step 2

Free financial planning consultation

We get to know your financial goals and needs to discover the areas where you will need our help.

Step 3

Personalised financial advice

We work with you to develop a fully tailored financial plan with your goals in mind.

Step 4

Implementation & ongoing support

We put your plan into action and continue to work with you, helping you to keep on track and achieve your goals.

Chat with us to book your free consultation

Why choose Ellixi as your financial planning partner?

We don’t just specialise in one area of personal finance. We’ve spent decades learning the right questions to ask to consider your situation from every angle.

Comprehensive

We don’t just specialise in a single area of personal finance. We’ve spent decades learning the right questions to ask to consider your situation from every angle for the best outcome.

Tailored

There’s never ‘just one’ way to meet your financial goals. From families and individuals to business owners and investors, we get to know the specific needs of each and every client to deliver effective, tailored advice.

Experienced

With 60+ years’ combined experience, our Certified Financial Planners have guided thousands of people to greater financial security and freedom.

Professional

Being trusted with your finances is an honour that we take very seriously. We always act with honesty, integrity and fairness while helping you to achieve the future you want.

Chat with us about how we can protect your financial future

Take your finances from confusing to clear

When you work with Ellixi, you’ll feel confident that you have the right mix of strategies and resources to not only transform your finances, but also to fully understand them. We’ll help you to plan for and protect your future, with expert financial guidance and advice just a call away.

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60+ years of extensive financial expertise

Led by respected financial experts and Certified Financial Planners Callie and Henriëtte Scheffer, Ellixi is backed by more than 60 years of combined experience. We offer both breadth and depth of knowledge in all key areas of wealth and financial management, giving you access to expert advice in everything from superannuation and investments to personal insurance.

7,000+

people guided to a better financial future

21+

years of superannuation experience

34+

years of retirement planning experience

27+

years of personal insurance experience

Discover how we can help you

The team at Ellixi helped me secure my future

“On starting to plan for semi-retirement, I was not too sure where to start or what to do with my finances. Henriette helped me to understand what my needs and wants were for the future. She explained things to me in the language that I could understand so I could take the necessary measures to secure my future. Henriette has catered to my needs over the years, and I could not have asked for any better.”

Kim - St Leonards, NSW
⭐️ ⭐️ ⭐️ ⭐️ ⭐️

Ask us how we helped Kim

We support you with all aspects of your personal finance management

With 60+ years’ combined experience, our Certified Financial Planners are able to support you with all key areas of your finances. By approaching your current situation and financial goals from all angles, we can better help you to achieve the future you want.

Wealth building

Whether you’re looking to build an investment portfolio or save for a specific goal, we can create a tailor-made investment strategy to suit your needs.

Superannuation planning

Are you getting the most from your super? We’ll conduct a review and advise you on consolidation, growing your super, and planning smart investments.

Retirement planning

It’s never too early to start planning your retirement. We’ll advise you on the best time to pay into your super to maximise your investment and build wealth for your retirement.

Personal insurance

The right personal insurance will protect your wealth both now and in the future. We’ll review your current situation and advise you on the best protection to suit your needs and budget.

Book Your Free Consultation

Looking to start your financial planning journey?

Download our free quick start guide to organising your finances

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Financial planning FAQs

We’ve put together some of the most commonly asked questions about our financial planning services to make sure you know exactly what to expect.

Making the most of your income isn’t as easy as simply putting money into the bank each month. A financial advisor can help you to understand the complexities of tax, investments, superannuation and financial regulations, and how to make them work for you. Careful planning can help you to secure the future you want for yourself and your family while minimising debt and avoiding unnecessary financial risks.

With 60+ years’ combined experience, Ellixi offers a complete range of personal financial planning services, including wealth building, superannuation planning, retirement planning, legacy planning and personal insurance advice.

We offer a fully tailored service to meet your individual needs, which means we can’t put a set price on what we do. Your first meeting with a financial advisor is completely free of charge with no strings attached. During this consultation, we can find out more about what you need and provide you with an estimate for our services.

Successful financial planning is an ongoing process. Developing a long-term relationship will help us to better support you and your family as your financial needs and goals change over time.

Both Callie and Henriëtte are Certified Financial Planners and authorised Australian Financial Services Licensees.

Still have questions? Let’s chat!

starting is easy!

Book your free consultation

We’re looking forward to helping you on your journey to financial security and freedom. Every journey starts with a free consultation – no strings attached! Just fill out the form and we’ll be in touch.

Your first meeting with a financial advisor is completely free, with no obligation to appoint us as your wealth partner.

With more than 60 years of combined experience, we can advise you on all aspects of managing your finances and saving for the future you want.

Our Certified Financial Planners will conduct thorough planning and research to ensure that every piece of advice you receive is valuable and suitable for your needs.

Book free consultation