My money’s all over the place. I don’t know how my super or investments are going! I don’t know how it is invested or how my wealth is protected… 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 (like our Estate Planning Planner) 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.
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 for my future. Henriette has catered to my needs over the years and I could not ask for any better.
We chose Henriette as our financial adviser when we decided to downsize. She proved to be very professional and very knowledgeable about the choices we could make, and her advice alleviated so much of the angst we felt in making big financial decisions. She has a great working style that made and kept us comfortable in working with her during the period. Her communication style is clear, easy and always to the information points we needed to know. She focussed on resolving our questions expertly, which is very important to people facing tough financial decisions. She is always willing to go the extra mile. We are very happy with the expert advice and service she provided to us over the last few years.
When dealing with financial matters, I was very apprehensive. I first consulted Henriette Scheffer in 2018 when she advised me about maximising my super and making it more viable to leave to my children. She was able to plan things that I would never have known about or considered.
Because of the positive experience I had had with her as my financial planner, I recently sought her out again to manage my finances. She is affable and very knowledgeable. She explains in detail what she intends to do. She gives me options and hears what I need.
- Adviser status Gold
- Number of reviews 3
- First year providing advice 2012
- Years of experience 11
- 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