I am very determined that clients achieve the lifestyle they want and appreciate the trust that’s placed in me. It’s this trust which continually drives me in developing the strategies to achieve the future my clients have worked so hard for.
John EllisFinancial Planner SSFS
Products
Personal Retirement Plan
The Personal Retirement Plan has been designed for you to maintain a superannuation investment, with no entry or exit fees and no switching fees and access the investment skills of experienced investment managers.
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Allocated Pension
The Allocated Pension has been developed to enable you to manage your income stream in retirement by determining the frequency and amount of pension payments (subject to Government Regulations) that best suit your personal needs.
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Investment Fund - Class A
The Investment Fund has been designed to allow you to develop your own financial strategy and investment portfolio in conjunction with your financial planner.
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Investment Fund - Class B
The Investment Fund has been designed to provide individuals with strategic investment flexibility.
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Tailored Super Plan
The Tailored Super Plan is a superannuation product, designed for individuals who wish to have the flexibility to make ad hoc or regular contributions to a superannuation fund ...
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Flexible Income Plan
The Flexible Income Plan was developed to enable you to manage your money in retirement and receive regular pension payments in a tax efficient manner.
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Fixed Term Pension Plan
The Pension Plan closed to new members on 19 September 2004.
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