Through our associated company, Ellenbrook Insurance & Financial Planning, we can provide our clients with the highest level of advice in the following areas:

Protect your Income and Assets through Personal Insurance – life insurance, income protection and trauma insurance

Savings Plans

Unravel the truths and myths of Salary Packaging

Plan for Retirement through Superannuation

Establish Self Managed Superannuation Funds (SMSFs)

Set up your transition to retirement

Succession Planning

The information displayed on this Web Site is a summary only and should not be construed as investment advice or securities recommendations. It is prepared for general information and not having regard to any particular person’s investment objectives, financial situation or needs. No recommendation (express or implied) or other information should be acted on without obtaining professional advice.

Prudent Investing Pty Ltd (ACN 165 693 747) ATF Ellenbrook Investment Unit Trust (ANB 59 425 944 541) trading as Ellenbrook Insurance and Financial Planning is a corporate authorised representative (CAR 447154) of NEO Financial Solutions Pty Ltd (ABN 64 141 607 098) Australian Financial Services Licensee 385845

The product and services offered by Ellenbrook Tax and Accounting Pty Ltd is not authorised by NEO Financial Services Pty Ltd and NEO Financial Solutions Pty Ltd is not responsible for the advice or services provided by Ellenbrook Tax and Accounting Pty Ltd.