Personalised Financial Advice Services

your financial partners

With 30+ years of experience, Henriëtte provide comprehensive advice to help you navigate all aspects of your financial big picture

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Your Partners for Everything Financial

With 30+ years’ experience, we can guide and support you in navigating all aspects of your financial big picture.

Support for Every Stage of Life

From next steps and into retirement, we offer tailored advice for clarity and confidence.

Early to Mid-Career

We’ll help you save and succeed

From career moves to family milestones, we’ll help build a solid financial foundation with confidence.

Late-Career

We’ll help you nail down retirement plans

From career’s peak to retirement, we’ll guide you in creating a secure financial future for your life beyond work.

About to Retire

We’ll help you maximise retirement savings

Leaving work behind, we’ll help you maximise income and entitlements so you can enjoy the lifestyle you planned.

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Helping You Navigate Financial Needs like These

Retirement Planning
Wealth Building
Personal Insurance
Superannuation

So You Can Confidently Grow Your Financial Future

Manage Your Money

Ellixi helps you confidently manage your budget and monitor your spending with our expert guidance and advice, tailored cashflow plan, and the right cashflow tools to support you in paying off your debt and reaching your unique goals sooner.

Build Your Wealth

Start an investment portfolio or diversify an existing one to make your wealth go further. Whether you're building a nest egg, saving towards a specific goal or working towards upgrading your lifestyle, we have a solution for you. With your big picture in mind, let Ellixi craft your personalised investment strategy and wealth building tools, easing your journey to financial freedom.

Protect Your Wealth

Every successful financial plan has a back up plan. The right protection can help future proof your finances by providing you and your family with much needed financial support in the times that you need it most. We’ll help you remove the worries of the “what ifs” by pinpointing the ideal personal insurance to protect your income and lifestyle.

Work with Your Super

Make sure you are getting the most from your super. We can review and maximise how you are going with your super, how you are growing your super and how it is invested. We can even help you consolidate your super or best transition it to retirement.

Prep for Retirement

Being “retirement ready” looks different for nearly everyone. That’s why at Ellixi, we look closely at your situation, tax effective strategies, and career timeline to help you get the right mix of personalised retirement planning and wealth-building strategies, to maximise your tomorrow and plan for the retirement you want.

Leave a Legacy

When you want to do good with your wealth and leave a legacy, we’re here for you. Together, we’ll help you navigate family and legacy planning so you have the peace of mind that your loved ones are taken care of should anything happen to you. We can ensure that your assets end up in the right hands at the right time and in the way you planned.

What Our Clients Say About Working with Ellixi

Kim

St Leonards, NSW

"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."

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30+ Years of Extensive Financial Expertise

Led by respected financial expert and Certified Financial Planner Henriëtte Scheffer, Ellixi is backed by more than 30 years of 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.

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People guided to a better financial future.

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Years of superannuation experience.

20

Years of retirement planning experience.

20

Years of personal insurance experience.