Welcome to EKB FinanCIAL Advisers

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Our business was founded to help families like ours do more with their money in an environment that’s free from the conflicts of working for a product provider. To help you as much as we can, we seek to see the word through your eyes. As such, we work with you to not only understand your financial position, but also who you are as a person and the financial goals you aspire to achieve. 

Please explore our website to learn more about us and how our financial planning process works for the benefit of our clients. 

As the Managing Director and Senior Financial Planner, I am proud to lead a team that combines care, knowledge and trust. We help clients through four key stages of life:

• Wealth Development through investment, super and dealing with life changes like redundancy, we provide specialist advice to help people maintain and grow their financial position.
• Retirement Planning to strategically employ assets that provide ongoing and reliable retirement income.
• Aged Care Financial Planning to help our clients and their families through a time of change.
• Leaving a Financial Legacy for what you’ve worked hard to create. We’ll help you preserve and protect it.

If you’re looking for a financial planning business that values Care, Knowledge and Trust, we look forward to seeing how we can help you reach your goals. Please call us on (03) 9969 2230 to make an appointment when you’re ready to meet. 

Kind regards,

Dale Barratt