private wealth management built on trust

At EKB Financial Advisers, our practice is built for long-term continuity. We maintain a selective client model so our senior adviser's can give complex wealth the time and attention it requires.

Choosing a financial adviser is a significant decision. A lasting partnership comes down to genuine expertise, proven qualifications, and advice tailored strictly to your goals.

Led by a Certified Financial Planner (CFP®) with three master’s degrees and over 25 years of experience, our team provides the technical expertise and dedicated time your financial affairs deserve.

Explore our website to learn more about us and how our financial planning process works.

Meet our Managing Director

As Managing Director and Senior Financial Adviser, I work closely with clients to help them navigate complex financial decisions with clarity and confidence.

We advise private clients across three core areas:

Wealth Accumulation & Structuring
Retirement Strategy
Estate Planning & Intergenerational Wealth

We work best with clients who want a direct, long-term relationship with their adviser. To see if we’re the right fit, visit our 'Contact Us' page to submit our intake form and our team will be in touch

Best regards,

Dale Barratt

Find out more about DAle

private wealth management built on trust

Meet our Managing Director

Hear from our Satisfied Clients

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