private wealth management built on trust

At EKB Financial Advisers, our practice is structured around long-term continuity. We maintain a selective client model to ensure that our senior advisers can provide the meticulous care that complex wealth requires.

Selecting a financial adviser requires careful diligence. A successful partnership relies on proven credentials, deep sector experience and absolute alignment with your financial objectives.

Led by a specialist and certified (CFP®) financial planner holding three master's degrees and over 25 years experience, we deliver dedicated expertise and time necessary to protect your legacy.

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

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

This website uses cookies.