My money’s all over the place. I don’t know how my super is going! I don’t know how it is invested… I need to know what to do. Can I afford to retire? When?
When these are your questions, we can get you the right answers.
At Ellixi Wealth – we’re your financial planning partners for life.
With our comprehensive, caring approach, we help you get the right mix of personalised retirement planning, wealth-building strategies, and the exact insurance you’ll need to maximise, understand, and protect your future.
No matter your age, we help you set down your best financial foundations with highly tailored (never cookie cutter) guidance - ensuring that the big picture you envision for yourself and your family is always considered, clear, and planned for. From a holistic perspective, we help you do this through customised investment advice, budgeting and debt management, superannuation maximisation, retirement planning, estate planning, personal insurance, and a review of your personal lending.
With 60+ years of combined experience, we bring you deep expertise across a wide range of key wealth and financial areas. Led by respected financial experts, Callie and Henriette Scheffer, we’ve spent decades learning the right questions to ask and consider from every angle, not just one specialty.
Ellixi is proudly separate from the major national firms, allowing us to deliver straightforward financial advice, no hidden fees, and a strong variety of services and products – giving you exactly what you need (and nothing you don’t). And beyond our holistic planning services, we also offer valuable resources and tools to help you ease your journey to financial freedom.
So, if you’re ready to feel clear and confident about your super, retirement, and wealth – we’re here to help. Connect with us today and we’ll help you plan and protect your tomorrow.
At Ellixi Wealth, your first meeting is free, no strings attached. Once we know how we can help, we can talk you through what needs to be done and discuss next steps.
With starting to think about retirement, I really wasn't sure how I was going to move into partial retirement in combination with starting a pension from super and opening my singing studio without sabotaging my husbands age pension payments. I appreciated how Callie listened to all aspects of our particular situation, considered what we needed and put together tailored options that were particular for our situation. Throughout the process Callie and the Ellixi Team helped us navigate through the processes we chose and they were quick to help with being a call away when we rung up in a pickle with paperwork or other matters.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2003
- Years of experience 20
- Graduate Diploma of Financial Planning
- Postgraduate Diploma of Financial Planning
Ellixi WealthNexus Building, Level 5, 4 Columbia Ct
Baulkam hills, NSW 2153
- 9:00am – 5:30pm Monday – Friday
- In person
- Video call
Alliance Wealth Pty Ltd