About Us
EKB Financial Advisers are a team of highly skilled and knowledgeable wealth management professionals who are dedicated to sound financial planning. EKB Financial Advisers take pride in its ability to provide personalised, tailored and comprehensive wealth management guidance to clients nationwide. Retirement planning, investment strategies, self-managed super funds or estate planning are the core of what we do. EKB Financial Advisers caters to your unique needs as a client.
As a fee-based firm, EKB Financial Advisers prioritises simplifying complex financial planning. The investment methodology at EKB Financial Advisers is based on strategic asset allocation and years of practical experience. With a philosophy centred on your goals, EKB Financial Advisers remains focused on helping you achieve your optimal wealth management objectives and avoids being swayed by passing trends or fads.
"Our financial advisers dedicate their time to positively impact your retirement future and beyond."
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Consult, Strategise, Execute
Effective wealth management requires a significant amount of time and planning. Navigating the intricate landscape of superannuation, investments, risk, tax, and estate planning can be daunting. This is where our skilled, experienced, and highly qualified financial advice team at EKB Financial Advisers can assist you in making well-informed decisions and lead you towards achieving your financial goals.
Step 1. Discovery Meeting
Step 2. Evaluate your Situation
Step 2. Evaluate your Situation
Our first meeting together is all about you:
- - It's obligation-FREE and focuses on potential wealth management opportunities.
- - We take the time to get to know each other.
- - We delve into your unique financial situation.
- - Together, we explore your financial goals and objectives to create a financial plan just for you.
Step 2. Evaluate your Situation
Step 2. Evaluate your Situation
Step 2. Evaluate your Situation
After our discovery meeting, if you choose to move forward and collaborate with us, we will:
- Gather all required paperwork, authorisations, and information from you.
- Assess your current financial situation thoroughly.
- Handle the completion of necessary forms on your behalf.
- Create and refine your financial blueprint, also known as a Statement of Advice (SOA), to guide you towards your financial objectives.
Step 3. Craft your Wealth Strategy
Step 3. Craft your Wealth Strategy
Step 3. Craft your Wealth Strategy
In our final meeting we;
- Present and implement your Statement of Advice (SOA)
Ongoing
Step 3. Craft your Wealth Strategy
Step 3. Craft your Wealth Strategy
We provide ongoing reviews to meet your ongoing financial needs.