Personalised Financial Advice Services
your financial partners
With 60+ years of combined experience, Callie and Henriëtte provide comprehensive advice to help you navigate all aspects of your financial big picture
Your Partners for Everything Financial
With 60+ years’ combined 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
From career moves to family milestones, we’ll help build a solid financial foundation with confidence.
Late-Career
From career’s peak to retirement, we’ll guide you in creating a secure financial future for your life beyond work.
About to Retire
Leaving work behind, we’ll help you maximise income and entitlements so you can enjoy the lifestyle you planned.
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
"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."