James Ellis

Hillross Albury

Bronze

10 Yrs Experience

Albury, NSW 2640

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I enjoy working with my client to provide clarity on their current position, giving insight into their possibilities & forming a partnership to successfully enable them to achieve their lifestyle & financial goals.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Cashflow & Income
Tax Strategies
Growing Assets

5.00 June 2018

James is very knowledgeable and has a great skill in explaining technical financial matters in an easy to understate way. However the best complement I could give him is that he has a very high level of integrity.

5.00 January 2018

We are so great full for the help James has given my wife and I in advising us for our future . We find James has great people skills too. This is a great skill to have . Many businesses luck this service . From Henry 2641

5.00 March 2017

I have no hesitation in recommending James for financial advice. James took over from my previous adviser, who hadn't contacted me for many years. James ensures that we have regular meetings, and is always available if I have needed any help or reassurance in any financial decisions I am going to make.

5.00 March 2017

We highly recommend James as a financial planner particularly in superannuation and retirement matters. James is an exceptional communicator.He listens to you! His knowledge base is exceptional. He finds the investments to suit you and doesn't just push a product on you like some others do. James always follows through promptly and does what he says he will do. James helped us through a rough patch after we left our previous financial planner. Rebuilding our confidence after our previous bad experience and we now feel very happy with where we are financially.