Wealth, Investing and Finance are not just different words for making money. They are the tools used to create the resources you will need to be able to do the things in life that you want to do. Even successful business people often overlook the subtle benefits of passive investment – this is the area where we shine. No matter who you are we see you as the seed to what you will become.
Good morning Julie, Ellen and staff,
I attended your seminar on the 29th September last year.
I found it extremely interesting and I got some great tips.
I emailed you the next morning that I felt I was a bit out of touch with the others in the group. Ellen rang me and we had a fantastic chat.
I did what she suggested, I filled out the Centrelink forms and just went to see them. I delivered my forms on the 11/2/2022 and only after a couple of weeks got a part pension, I did think that was all I would get, as I am still in a partnership with my husband.
It is the foot in the door, I was quite happy with the part pension, I would have been happy if I had just got the health care card, so to get more was a bonus.
I have talked my husband into not working as much, he needs to slow down, he is 7 years younger than me but as a plumber it is physical work.
So we are off to Tasmania next week, we are away for 5 weeks, a record for us both.
Life is meant to be lived, not just working.
I want to thank you all again for your help and will have no hesitation in recommending you to anyone who needs financial services.
Thank you Julie for all your amazing work!!
Our experience with Julie was not a happy one. We found her to be very disorganised and lacking in follow through on a range of important matters relating to our finances. We are no longer clients and would not recommend her to others.
We have been with ES&A for over 21 years. At first Ellen Schafer was our adviser. Julie took over after five years. We are absolutely happy with Julie. We sailed the GFC with no worries and NO losses!!! Julie has been looking after us in regards to Loan Products. She and her staff help us with our Self Managed Super Funds and Managing Debt; her staff handle all our Centrelink requirements. Julie was able to explain things to us in a clear way. Through Julie's knowledge and experience, we feel Very confident that the advice given was right for our needs, it also show in the profits we are able to make. We always received Julie's full care and attention when I needed it.
- Adviser status Gold
- Number of reviews 5
- First year providing advice 2005
- Years of experience 17
- Master of Applied Finance
Es&A Financial Services108 Stringybark Road
Buderim, QLD 4556
- 9:00am – 5:00pm Monday, Wednesday, Friday
- 9:00am – 7:00pm Tuesday, Thursday
Consultum Financial Advisers Pty Ltd