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07 5445 6044
Assisting you to reach your maximum potential.



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UPCOMING EVENTS
RETIREMENT PLANNING SPECIALIST
INVESTING IN PROPERTY OR SHARES
SELF-MANAGED SUPER
BORROWING
ESTATE PLANNING
INSURANCE
MORTGAGE SOLUTIONS & OTHER SERVICES
 



WELCOME TO ES&A FINANCIAL SERVICES

 

Wealth, Investing and Finance are not just different words for making money.
They are the tools used to create the resources you will need to be able to do
the things in life that you want to do. Even successful business people often
overlook the subtle benefits of passive investment – this is the area where we
shine. No matter who you are, ES&A Financial Services Sunshine Coast see you as
the seed to what you will become.

My husband and I have had the very real pleasure of being clients of ESA since
2001. Actually, we first "signed up" with Ellen and Julie just a few short
months prior to the 9/11 bombings in New York. In that short period, we couldnít
believe our luck as the Australian ASX 300 at the time, saw good growth and we
made a tidy profit which we promptly skimmed off to pay off some of our "bad"
debt i.e. private mortgage. We believed we had left the "herd" and joined the
smart people with Ellen... read more

M & G Willocks



Gold adviser


JULIE SCHAFER-EVANS

4.50
Based on 8 reviews

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5.00 November 2022

"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."

Bernice, 56 - 65 years, Buderim, QLD
5.00 November 2022

"We have seen Julie twice now as a younger married couple who are looking to
build a long term investment and retirement plan. We found her to be very
friendly and approachable and gave us some very useful and pragmatic advice for
us to take away and think about which has already steered in the right
direction. We look forward to continue engaging with her as our financial
journey progresses. We certainly wouldn't hesitate to recommend her to friends
and family."

James, 35 - 45 years, Buderim, QLD
5.00 October 2022

"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."

Pam, 65+ years, Ilkley, QLD
5.00 March 2022

"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."

Susie, 65+ years, Caboolture, QLD
5.00 November 2021

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

Sara, 65+ years, Birtinya, QLD
1 2 3 4 5
 Add review View profile


JULIE'S BLOG

A thought for this week...


I get the honour of helping many people prepare & enjoy their Retirement - and
planning for this time is key.

However, I also see how many people never get to enjoy a full, long term
Retirement as their health either reduces their capacity to do all the things
they want or sadly, they don't make old age.

Don't just have a plan for the 'future' - make sure you are making the most of
each and every day that you are walking around, in good health with your... more

Read more of Julie's Blog posts here.


UPCOMING EVENT

We currently have no events scheduled. In the mean time however please take us
up on our offer of a cup of tea & a second opinion. Book now for a complimentary
2 hour appointment with a Senior Financial Adviser call 07 5445 6044

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108 Stringybark Road, Buderim
PO Box 664 Buderim
Queensland 4556

ACN 161 069 825
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ES&A Financial Services Pty Ltd ACN 161 069 825 Authorised Representative of
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