Your financial wellness journey

starts here

We are financial advisers, parents & community members.

We help others navigate the world of finance.

We love assisting extraordinary people (you!) to reach & surpass their ​financial potential.

Our story

Danielle. Kristelle. Elle Financial.

Did you know that stress has been linked to the development of other major health issues? Did you know that one of the ​the main stressors in life is money? We believe that financial health is an important factor in your overall wellbeing and we ​would love to take you on the adventure of improved wellness.

We are both mums with young children that wanted to do financial planning and life differently. We love what we do, but ​we also love spending time with our young families. We created Elle in the pursuit of a work-life balance and love showing ​our clients that they can do this too.

Through the use of modern, innovative technology and revolutionary internal & ethical business processes, we have created ​a financial planning solution that allows us to service our clients to an exceptionally high standard whilst ensuring we aren’t ​missing out on irreplaceable moments in the lives of our young children.

We are a female owned & run, highly compliant financial planning firm with a genuine care for our clients that values ​honesty, trust and transparency. Our duty is to our clients and their best interest.

We also don’t fit in the traditional financial planning box. We live in Tasmania, however work almost completely remotely ​meaning you can connect with us from anywhere in the world. Despite this, we are more than happy to come to you where ​required.

About US

Danielle Farrell

Launched my career in the industry in 2008.

CFP qualified. Advanced Diploma in Financial Planning. Bachelor in Business.

Happy heart moments: Helping clients identify the things in life that they find ​fulfilling and bring them long term happiness, and working to bring those ideas ​to life and align their lifestyle accordingly.

Captivated by: My little fam. Caravanning. Gardening. Living in Tassie. Helping ​people create a lifestyle that brings pure joy.

Danielle Farrell is an Authorised Representative (ASIC No. 1242332) of Lifespan ​Financial Planning AFSL No. 229892.

Kristelle Robinson

Launched my career in the industry in 2011.

Masters Degree in Financial Planning. Diploma in Financial Planning.

Happy heart moments: Finer details. Living simply. Seeing & celebrating the ​success of those around me. Making my clients money work for them.

Captivated by: Piper. Glynn. My family. Netball. Staying active. The oudoors. ​Running projections based on client circumstances.

Kristelle Robinson is an Authorised Representative (ASIC No. 1250252) of ​Lifespan Financial Planning AFSL No. 229892.

Our services

Investing

Looking at investing in shares, property, or other Investment vehicles? Have an established portfolio already? We can help ​to guide you align these Investments with your long term goals.

Cashflow & savings allocation

It sounds tedious, but cashflow & knowing how to allocate your savings is such an important part of your financial ​foundation. Not only can we look at how you can utilise your cashflow in relation to debt, but it also opens doors for future ​Investment options.

Debt management

Debt can be mentally consuming, however not all debt is made the same. Lets understand what debt you have and why, ​and how we can best position this to create a low to no stress plan to reduce this.

Superannuation

Your superannuation fund is your retirement money box. The earlier you set up your superannuation to work for you, the ​more you’re likely to get out of it when you can access it.

Retirement planning

We’ve all thought about what retirement could look like for ourselves. It is your chance to sit back, reflect on what you have ​achieved and begin to plan for your next chapter. We want to make sure financial freedom is part of that chapter for you.

Goal setting & tracking

“Setting goals is the first step in making the invisible, visible.” - Tony Robbins.

To understand where you want to go and what you want to achieve, we work with you to set realistic goals and help you to ​track your progress.

Insurance

Ensuring you have adequate cover in place is crucial in the event of trauma, illness, or death. We want to put your mind at ​ease to ensure you have enough of the right kind of cover.

Self Managed Super Funds (SMSFs)

Commercial property meets superannuation - a self-managed solution for those where property is a consideration.

Client

testimonials

"Couldn’t recommend these two ladies highly enough.

Thank you both for all of your amazing help!"

- Leonie Delphin

“Danielle has been managing and advising on my accounts ​since 2018 with good solid reasonable & rational, realistic ​projections on growth and financial advice. Her positive ​attitude and outstanding knowledge has set me up for ​retirement and a good understanding of how investments, ​interest and portfolios work.”

- Kyle Stennings

Work with us

Have any questions, or want to explore options?

Get in contact with us via email or phone, or schedule an appointment below:

DIsclosures

Financial Services Guide

Privacy Policy

Elle Financial Pty Ltd (trading as Elle Financial).

ACN 670 712 875.

Elle Financial Pty Ltd 57 670 712 875 is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd AFSL No. 229892 ABN 23 065 921 735.

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The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice. Elle Financial strongly ​recommends that investors consult a financial adviser prior to making any investment decision. The contents of the Elle Financial website does not take into account the ​investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions. The information is ​selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or ​security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation. You should obtain a copy of the PDS and Target ​Market Determination relating to the product and consider it before making any decision to acquire the/any product.

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