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Dec 8, 2021 10:16:28 AM

Financial Planners |

How to choose the best financial planner in Australia for your needs

“The greatest wine in the world is the wine you like best”. When it comes to personal choices, living in a country such as Australia, we are granted the liberty and luxury of being able to freely make them, and hold different views and choices to that of others, our governments, business, our parents, on just about anything.

When it comes to the question of who are the best Financial Planners in Australia, it comes down to the simple fact – who are the best financial planners for you?

There may be the best performing financial advisors in Australia, who generate millions of dollars every year, but are they really the best Financial Planner for you?

Subjective & Objective Results

Financial Planners are charged with charting a roadmap and guiding you and your family through your personal financial journey. There are many factors including your risk tolerance, access to capital, income level, capacity to earn and time horizons, that must be taken into consideration.

Many of these are objective and can be measured quantifiably and Financial Planners are trained on how to best identify these, categories and recommend the best strategies for your personal situation.

However, this is only part of the process of finding the best financial planner in Australia for you, the other is the planner themselves.

Financial Planning is a very personal service, your planner will ask questions and expect honest and truthful answers – and bank statements – for some things you would only dare talk about with your closest. Not only that, but Financial Planning is also a lifelong journey, and your planner should be around in your life for many years to come, so you need to get along.

Now, we are not recommended that you should be inviting them over for Christmas lunch, however, you most certainly should be able to trust even like your planners, so that you can communicate freely, regularly, and honestly.

How does this make them the Best Financial Planner in Australia?

Along with great skill and access to financial instruments that will make you money, your financial planner needs to be personable, empathetic, and understanding. Remember, they are not there to judge, no matter how dire your financial situation may currently be.

They are there to help you P.O.L.C or plan, organise, lead and control – all the attributes the best financial planners in Australia do daily. They plan for you and your family, organise your accounts, your investments, insurances, and budgets, lead but offering opportunities and products to suit your needs as they change, then control your portfolio (under your instruction) to ensure you maximise your outcomes.

Remember that everyone in Australia is different, we all have different needs, wants, and demands, we all have different jobs, skills, and life ambitions, so the best Financial Planner in Australia for you is the one you like best.

Speak to Walker Capital today for a meet and greet with our financial planners, review of their performance and review of how your financial journey can take its next steps forward.

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Mar 28, 2022 2:24:06 PM

Ellerfield Joins the Walker Capital Private Wealth

Ellerfield Financial Planning Joins Walker Capital Private Wealth


We are pleased to announce that Ellerfield Financial Planning Joins the Walker Capital Private Wealth Group.

Having been one of IOOF’s largest Financial Planners, the Ellerfield team brings not only a great deal of experience but adds great depth to our collective. As such, it is only fitting that Ellerfield Financial Planning will serve as our Queensland State Representative as we look to further expansions within the state.

After vetting a number of Advisers and Adviser Groups for the role, it was Ellerfield Financial Planning’s experience, commitment to client interests and emphasis on ethics that highly resonated with us.

Ellerfield Financial Planning comprises a large team of dedicated Advisers and support staff and is owned and operated by Scott McKeown as CEO and Principal Adviser. Scott brings a unique and sophisticated perspective to Financial Advice having come from a strong 15-year career at Australia’s largest Financial Services Group. Scott expects a high standard from his team and that is reflected in the calibre of his staff and the quality of his service to clients

Ellerfield Financial Planning is an integral strategic partner as we look to increase our service and expansion in financial planning services.

Meet the Ellerfield Financial Planning Team

Financial Planners | 5 MIN READ

Financial Planners Adelaide

Dec 8, 2021 10:40:22 AM

Need a financial planner in Adelaide that you can rely on to help secure your financial future?

With so much insecurity in the world these days, there are steps you can take to secure yourself and your loved ones in the event that any unforeseen circumstance bestows upon you.

From being forced into hotel quarantine on the way home from travels due to being a Covid-19 close contact, through to losing your employment due to changes in working arrangements, you never know how much you need insurance and financial stability until you need it.

But it’s not all doom and gloom, from saving for a home, an investment holiday, retirement or setting up your children for their future – a financial planner in Adelaide is your key to success.

What services do financial planners in Adelaide provide?

A financial planner is like a business planner – they provide a roadmap for your future, achieved at achieving the goals and objectives you set for yourself. Unlike accountants, that we see each year to submit our tax returns, financial planners look forward, they plan and provide advice on the best financial products and services to best meet your specific financial position.

In recent times, financial planner is different to what they were only a few years ago, as they are not required to be post-graduate qualified, as well as required to complete yearly ‘compulsory professional development’ (CPD). This was brought about due to the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry.

This has not only removed the unscrupulous operators that gave the industry a bad name, but also requires a higher standard of service, transparency, accountability, and rights for clients.

Why should I see a financial planner in Adelaide?

As previously mentioned, a financial planner has the expertise and is qualified to provide you advice on a wide range of products – these include superannuation (managed or self-managed), insurances – such as income protection, life insurance etc, estate planning, planning for retirement, savings, investment instruments and more.

If you are in Adelaide and are thinking that your life circumstances are due to change in any way, then booking a financial planning appointment should be high on your to-do list.

Get your finances sorted with an Adelaide-based financial planner

From setting up savings accounts and insurance in case of a ‘rainy day’, while also setting up Self-Managed Superannuation Funds (SMSF’s), investment accounts and investment plans based on current and future earning capacity to provide you and your family with the financial security you crave, so you can focus on the important things.

Seeing a financial planner in Adelaide should be something that you do regularly, no matter what your earning capacity nor your current financial situation. They are experts at looking at where you are now, where you want to do and will recommend the products and strategies to get you there.

Why not take the guesswork out of your finances, and call a financial planner in Adelaide today, book an appointment and see what a difference a plan can make to your future.

Financial Planners | 5 MIN READ

Financial Planners Canberra

Dec 8, 2021 10:34:01 AM

Need to find a financial planning specialist in Canberra to help plan your future?

As the nation’s capital comes back to life post the COVID-19 Pandemic, there has never been a more important time to speak with a financial planner.

As the pandemic taught many of us, we must always be prepared to ‘expect for the unexpected. For many people, the pandemic offered huge opportunities. Opportunities in property, the share market, in their personal and professional lives. Meanwhile, for others, it resulted in losses. Losses of businesses, homes, and family units.

The former, those who had opportunities, had the financial stability, and means to take or make opportunities – and that is what financial planners in Canberra are trained and able to do.

Thinking that financial planners are not really something on your radar?

Financial planning has copped a bad wrap in recent years, in large part thanks to the large banks and institutions operating in ways that the industry should not.

With the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry changing all that, financial planners who are not qualified, are no longer in the profession, financial planners who have done the wrong thing, are no longer in the profession and those that are left – are required to offer the very highest quality products and services to you as customers.

How does financial planning work?

Unlike you accountants visit, which for most people is once or twice around tax time, a financial plan is something that you and your planner work on, cultivate and iterate as your circumstances change.

From being single with an income, through to a couple with two incomes, a family, and then maybe single again, or just two of you leading towards retirement – your Canberra financial planner is there for you every step of the way.

Setting up the goals and objectives is the first point, but these are based on your current and future earning capacity, how many years you must work, how much you can invest and importantly…how much risk can you and your family tolerate.

From here, your financial planner will present a set of products and services that provide a solution within your specific parameters and that ensure that if anything happens to cause a deviation in that plan – either positive such as a bonus, better paying job or receiving some inheritance – or negative – such as loss of job, injury or even death – that your plan and financial security of you and your loved ones are secure.

Need to find a financial planning specialist in Canberra to help plan your future?

The key is a consistent and continuous approach to your financial planning. Residents of Canberra understand the importance of having available funds, and it’s not simply for the wealthy.

Financial Planning is for anyone who wants to sleep easy at night knowing that they have money, investments and insurance that will keep them and their families safe and comfortable now and into the future.

Speak to a Financial Planner today in Canberra to find out the next steps of your financial journey – it’s never too late (or too early) to start.

Financial Planners | 5 MIN READ