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.
I recently attended a (free) ES&A investment workshop. I so enjoyed everything - probably because the speaker (Julie Schafer) was so down to earth and answered questions in such a way that everyone understood. I recommend attending one of their free investment workshops if you are thinking of retiring. We walked away feeling a whole lot clearer about our retirement options after attending. We are not clients of Julie's yet but will definitely be in touch in the future.
We have seen Julie twice now as a younger married couple who are looking to build a long term investment and retirement plan. We found her to be very friendly and approachable and gave us some very useful and pragmatic advice for us to take away and think about which has already steered in the right direction. We look forward to continue engaging with her as our financial journey progresses. We certainly wouldn't hesitate to recommend her to friends and family.
Since 1995 Julie Schafer has been involved in managing our investment portfolio. My husband and I have always found Julie to be warm, friendly, courteous and professional in her manner towards us and others. She has offered us good level-headed guidance, aimed at enjoying the journey along the way to building a comfortable self-funded retirement, which we are about to enter.
We feel confident and secure with Julie managing our investments during the next phase of our lives and wish her continuing success in her business in the years to come.
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!!
- Adviser status Gold
- Number of reviews 8
- First year providing advice 2005
- Years of experience 18
- Master of Applied Finance
ES&A Financial Services108 Stringybark Road
Buderim, QLD 4556
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Consultum Financial Advisers Pty Ltd