EKB Financial Advisers is a financial planning practice located in Beaumaris, Victoria, with clients nationwide.
EKB Financial Advisers provide tailored and comprehensive initial and ongoing wealth management guidance to help clients reach their financial goals.
MFinPlan, MAppFin, MBA, CFP™
Dale possesses vast experience as well as in-depth knowledge in the field of wealth management. He has been a practitioner for 25 years. Throughout this extensive period, he has had the honour of assisting numerous clients in attaining their financial, retirement, and investment planning objectives. Dale accomplishes this by dedicating himself to actively listening and comprehending his clients' requirements, enabling him to develop personalised strategies that aid in their achievement. When he is not devoting his time to ensuring his clients' financial security, Dale enjoys moments spent with his wife, Rachael, and their two children. Additionally, Dale also enjoys following the AFL, watering his front lawn, savouring a delightful glass of red wine, and engaging in the pursuit of wayward golf balls!
The Co-habitating Boss lady of EKB Financial Advisers. Rachael possesses a remarkable talent for connecting with people and takes charge of the front desk, always prepared to assist clients. With her experience in education and client services, Rachael plays a crucial role in facilitating collaboration among the EKB team and ensuring client satisfaction. Not only does she excel in her professional responsibilities, but Rachael also demonstrates her proactive nature by planning ahead and ensuring all aspects are well taken care of. In fact, you might even spot her silently multitasking at the gym while working out!
Financial advice can be paramount in reaching financial goals. EKB Financial Advisers provide expertise and reassurance. Click the button below to see what our clients have to say.
The practice provides retirement planning, investment, personal insurance and estate planning to families, pre-and-post retirees, estate beneficiaries and business owners based upon their unique needs.We are primarily a fee-based firm that prides itself on seeking to make complex situations simple.
Our investment methodology is based on strategic asset allocation and years of practical investment experience providing advice for our clients. EKB employs diverse solutions to generate reports, ‘what if’ simulations, and scenario planning. We don’t seek to digress or be distracted by the latest ‘fad’ or ‘craze’.
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