Elliss Wealth

We develop trusted relationships with our clients to create strategies to enjoy peace of mind knowing they are in control of their journey. Professional, ethical and caring adviser with 20+ years’ experience helping my clients achieve their goals. Life experience in Financial Advice, Chartered accounting, Investment Banking, and commercial lending."Sandy, not sure you will ever realise how good you were to me at a time I was just about hanging on! So thank YOU!" Lx I help professionals, executives and business owners manage their financial circumstances to create more: • certainty • understanding • control and • freedom now and in the future Getting started and creating the right strategy to help you make better financial decisions is key to maximising your wealth and health. o Understand your relationship with money, your investing/spending experiences and how these shape your beliefs and behaviours show my clients how their decisions shape their future o Clarity on how your best life looks and how you want to feel (lifestyle goals, balance, health, family, career) o Create the mindset and strategy, set and reset goals (life is not a straight line), enjoy peace of mind knowing you are in control of your journey Mb 0488 040 025 or 9332 2329 Sandy Elliss (Authorised Rep No 354972) AKA Sandra Ellis Elliss Wealth Protection Pty Ltd Trading as Elliss Wealth ABN 68 604 712 861 is a Corporate Authorised Representative No 1007504 of Matrix Planning Solutions Limited AFSL No. 238256 GPO Box 4232, Sydney NSW 2001