Personalised Financial Planning
to protect your tomorrow
Comprehensive, caring financial planning, expert super and retirement advice, wealth-building strategies, and the right insurance – everything you need to save and succeed.
Not Sure if You’re Doing Enough to Retire or Build Wealth?
Saving for retirement, paying off debt and building wealth – it’s a lot.
How do you know if you’re doing enough to create the future you want most?
At Ellixi Wealth, we’re your financial planning partners for life. With our comprehensive, caring approach, we help you combine the right strategies and resources to transform your finances. From super to insurance, we’ll help you navigate the complexities and safeguard your future.
Henriette
Callie
Meet Your Financial Planning Partners for Life
Ellixi Wealth is a boutique style financial planning firm based in Sydney. As a team, we’ve been providing expert financial advice and guidance to women, couples, and families in Sydney and beyond.
What Our Clients Say About Working with Ellixi
Ryan & Louise
"We feel SO much better about our money! We know where we’re at, we feel truly protected if anything happens, and now we trust we have a real plan to start our live together."
What Our Clients Say About Working with Ellixi
Sarah
"She helped me understand what was possible! I’ve been feeling so alone, scared about my finances - but now I have the peace of mind I’ve needed since everything changed."
What Our Clients Say About Working with Ellixi
Kim
"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."
What Our Clients Say About Working with Ellixi
Lucas & Steph
"She alleviated our angst! Henriëtte was very knowledgeable about the choices we could make, and we are very happy with the expert service she’s provided us with over the years."
Take Your Finances from Confusing to Confident
Financial Clarity
Make confident financial decisions as you navigate your plans, life’s surprises, and retirement.
Personalised Roadmap
Follow a tailored financial roadmap that takes the guesswork out of reaching your goals.
Peace of Mind
Find relief trusting that the money side of your life is sorted, and your future is more secure.
Expertly Managing Your Super
No matter your super, we’re deeply experienced at helping you confidently navigate superannuation with any of these funds and many more.
Building Wealth
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.
Your Super
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.
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.
Planning for Retirement
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.
How to Save and Succeed?
Book a Free Call
Get clear on what you need to optimise your finances by setting a free 20-minute chat with us.
Get Your Personalised Action Plan
We’ll follow up with recommended next steps – so you know exactly what to do.
Protect Your Tomorrow
Follow your tailored financial plan to grow and protect your wealth, now and into the future.