Who we help
Meet our Managing Director
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 and beyond.
- 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 ongoing 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
Hear from our Satisfied Clients
At EKB Financial Advisers, we understand that financial planning plays a crucial role in achieving your financial goals. Our team is dedicated to providing you with the expertise and reassurance that you need. Click below to hear directly from some of our valued clients about their experiences with us.
