+61 2 8896 4323
+61 2 8896 4323
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Book Your Free Consultation

Personalised financial planning to protect your tomorrow today

Your financial planning partners for life.

Book Your Free Consultation
Book Your Free Consultation
Download Your Free Guide
Download Your Free Guide

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.
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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.
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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.
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Experienced

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

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
Book Your Free Consultation

Looking to start your financial planning journey?

Download our free 101 guide to decluttering your finances

We’ll also keep you updated with the latest news, tips and tricks to help you stay on top of your money matters.

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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.
Still have questions? Let’s chat!
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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.

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Our Licensee Relationship

Ellixi Wealth and Financial Planning Pty. Ltd. ABN 59 616 515 336 with Corp AR No.00125991 is an Authorised Representative of Alliance Wealth Pty Ltd | AFSL 449221 | www.centrepointalliance.com.au/AW

General Advice Disclaimer

This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. Whilst all care has been taken in the preparation of this material, it is based on our understanding of current regulatory requirements and laws at the publication date. As these laws are subject to change you should talk to an authorised adviser for the most up-to-date information. No warranty is given in respect of the information provided and accordingly neither Centrepoint Alliance nor its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information.

Contact Us

Our Advisers

Mrs Henriette Scheffer, Authorised Representative No. 1250371

Mr Carel Scheffer, Authorised Representative No. 1009397

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