Julie Schafer-Evans

Les, 65+ years, Buderim, QLD

"My wife and are are long term clients of Julie Schafer. An amazing Lady with whom we meet with 'formally' once per year, but is always available in between time for any financial concerns. I have recommended Julie to family and friends and have not had one complaint, They are always more than satisfied with advice and outcomes. Outstanding."

• Government Assistance
• Shares & Investments
• Aged Care
• Cashflow & Income
• Tax Strategies

Bernice, 56 - 65 years, Buderim, QLD

"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."

• Superannuation
• Shares & Investments

Pam, 65+ years, Ilkley, QLD

"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."

• Superannuation
• Self Managed SuperFunds

Susie, 65+ years, Caboolture, QLD

"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.

Cheers

Susie Slocombe."

• Government Assistance
• Superannuation
• Retirement & Pension

Sara, 65+ years, Birtinya, QLD

"Thank you Julie for all your amazing work!!"

• Self Managed SuperFunds
• Aged Care
• Cashflow & Income

Sue, 56 - 65 years, Maroochydore, QLD

"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."

• Government Assistance
• Superannuation
• Retirement & Pension
• Aged Care
• Cashflow & Income
• Growing Assets

Matt, 65+ years, Mount Coolum, QLD

"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."

• Government Assistance
• Superannuation
• Insurance Protection
• Managing Debt
• Retirement & Pension
• Self Managed SuperFunds
• Margin Lending
• Cashflow & Income
• Complex Investments
• Socially Responsible
• Borrowing
• Tax Strategies
• Growing Assets
• Budgeting

Greg, 46 - 55 years