Julie Schafer-Evans

Es&A Financial Services

Gold

20 Yrs Experience

Buderim, QLD 4556

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I have been in the financial services industry for over 25 years. I love helping clients to make smart choices about their money so they can fulfill their hopes and dreams.

I believe in taking the time needed to form long lasting and deep connections with my clients as we get to talk about what is truly important to them - and that is truly important to me.

I enjoying working as a team with Clients and the other important Advisers they need on their side.

We believe education is the key to helping our Clients and that we should never stop learning.

Government Assistance
Superannuation
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Property Investment
Complex Investments
Tax Strategies
Wills & Estates

5.00 May 2025

Long-term clients of ES&A. I had a family member needing some assistance with paperwork and Julie and her team took the time to meet with the family and help out, for no charge. It is that level of care that we so appreciate - nothing is ever too much trouble.

5.00 April 2025

Very helpful and easy to talk to.

5.00 January 2025

My wife and are are long term clients of Julie Schafer. An amazing Lady with whom we meet with 'formally' once per year, but is always available in between time for any financial concerns. I have recommended Julie to family and friends and have not had one complaint, They are always more than satisfied with advice and outcomes. Outstanding.

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.

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.