We teach our clients how to ascertain what degree of certainty there is in the investment process and how to harness that information to create wealth.
Through education our clients learn how to reach their maximum financial potential and many of them discover how to overcome their ‘perceived’ limitations and thus go on to become naturally wealthy.
Our advisers have a vested interest in looking after you because the advisers are also the ‘owners’ of the business. Our financial advisers are senior in that they not only have extensive years of industry experience under their belt but they all hold university degrees – with Ellen & Julie Schafer both holding a Masters in Applied Finance.
JULIE SCHAFER, Principal & Senior Adviser
I have been in the financial services industry for over 20 years. I love helping clients to make smart choices about their money so they can fulfill their hopes and dreams.
I believe in taking the time needed to form long lasting and deep connections with my clients as we get to talk about what is truly important to them - and that is truly important to me.
I enjoying working as a team with Clients and the other important Advisers they need on their side.
We believe education is the key to helping our Clients and that we should never stop learning.
ELLEN SCHAFER, Founder & Mentor
Ellen is the original owner of Ellen Schafer & Associates (ES&A).
Ellen began her Financial Planning practice in 1985 and retired in 2012. She is succeeded by her daughter, Julie, who worked beside her for 14 years.
Ellen and husband Kevin, divide their retirement days between their home in Buderim and their villa in Ubud, Bali. Ellen who lives to write and paint, now has the time to indulge those passions in picturesque Ubud, the original artist colony in Bali. That is, when she is not doing volunteer work for one of the local charities to benefit the children of Indonesia.
Ellen still has a keen interest in the success of her daughter's business and her wealth of experience is a prescious resource that Julie enjoys tapping into from time to time.