About Us

Allegra Financial Planning is about understanding where you are and mapping a path to take you where you’d like to be. We are about anticipating life’s challenges and creating a strategy to accommodate them while focussing on your goals.

As everyone’s circumstances are different, we are passionate about providing tailored holistic financial advice. It is our job to get to know our clients personally so we can put together an individualised financial plan to fit their own financial puzzle.

I believe people’s life goals can be achieved by following sound financial advice and making wise decisions consistently. In my experience, the small steps you take now will make a huge difference to your financial future.

It is never too early to start working with a financial adviser and it is also never too late.

If you’re ready to take control and ownership of your financial future, then it’s time to talk.

Testimonial

Elisa is amazingly thorough in her approach. She asked a wide array of questions in order to really understand me, my goals (financial and otherwise) and that prompted me to take a harder look at my current situation and where I want to be in the coming years, as well as into retirement. Elisa was incredibly patient and explained everything to me. She tailored her explanations based on what I already had knowledge of, and was so positive and encouraging. I have never felt more knowledgeable or in control of my own financial future.

Thanks,
Amy

Elisa Elkins

Elisa Elkins

BCom (Acc, Fin & FP) AFP

Mobile: 0418 533 772
Email: elisa@allegrafinancial.com.au
Website: www.allegrafinancial.com.au

Elisa Elkins is an authorised representative (1004733) of Nextplan Financial Pty Ltd (AFSL 452996)

Allegra Financial Pty Ltd is a corporate authorised representative (1246563) of Nextplan Financial Pty Ltd (AFSL 452996)

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Areas of Advice

  • Cash Flow Management
  • Wealth Creation
  • Investments
  • Superannuation
  • Retirement Planning
  • Inheritances/Redundancy
  • Divorce
  • Personal Insurances
  • Debt Management
  • Estate Planning