Congratulations!

If you’re reading this, then retirement is likely just around the corner or perhaps you’re starting to think about the next stage in your life. Stepping into retirement is an exciting time, however the process can be overwhelming. You’ve said goodbye to a familiar lifestyle and regular income to be faced with a little more of the unknown. The team at ELM specialise in making your transition to retirement smooth and stress free by assisting you to manage your financial wellbeing. We take a genuine interest in your needs to ensure that we fully understand what you’d like to achieve as you step away from the workforce. Not only can we set you up to enjoy the retirement you deserve, we do so in a comfortable and welcoming environment. Afterall, what’s a financial planning meeting without a hot cup of tea and a homemade sweet treat? (We have Em’s mum Lyn to thank for our constant stock of delicacies).

Whether you choose to spend your days travelling the globe, at the beach with the Grandkids or simply sitting back and taking it all in, you can trust that we will deliver a solution that is just right for you and your family. What is most important to us is that you feel that your needs are being met and that you are able to look forward to your retirement.