(03) 9969 2230

(03) 9969 2230

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    • Home
    • Who we help
      • Executives & Senior Mgrs
      • Pre-Retirees
      • Retirees
      • UniSuper Defined Benefit
    • How we work
      • Ongoing Wealth Management
      • Financial Services Guide
      • Client Journey Overview
      • Before You Ask How Much
    • About us
      • Meet Dale Barratt
      • Meet Rachael Barratt
      • EKB Financial Advisers
      • Testimonials
    • Expertise
      • Investment Management
      • Superannuation and SMSF
      • Retirement Planning
      • Estate Planning
    • Knowledge Centre
      • Financial Advice Articles
      • Calculators
      • Unclaimed Money Search
      • How to Login Client Guide
    • Contact Us
    • Find Us
    • CLIENT PORTAL
  • Home
  • Who we help
    • Executives & Senior Mgrs
    • Pre-Retirees
    • Retirees
    • UniSuper Defined Benefit
  • How we work
    • Ongoing Wealth Management
    • Financial Services Guide
    • Client Journey Overview
    • Before You Ask How Much
  • About us
    • Meet Dale Barratt
    • Meet Rachael Barratt
    • EKB Financial Advisers
    • Testimonials
  • Expertise
    • Investment Management
    • Superannuation and SMSF
    • Retirement Planning
    • Estate Planning
  • Knowledge Centre
    • Financial Advice Articles
    • Calculators
    • Unclaimed Money Search
    • How to Login Client Guide
  • Contact Us
  • Find Us
  • CLIENT PORTAL
EKB Financial Advisers

before you ask how much

Let's Be Upfront

Professional, comprehensive financial advice sought outside of your superannuation fund is not cheap. 

At EKB Financial Advisers  our costs are based off how complex your financial situation is.  When we sit down for our initial meeting, we'll look at all of the different pieces of your financial life.  Your fee is driven by the following:


  • Your current structures
  • What you actually need
  • The advice time required


We believe in an educated client.

If you want an objective, independent look at how professional financial advice is priced across Australia, we always point people towards the government's ASIC Moneysmart Guide.   


Their data confirms that a comprehensive  Statement of Advice (SoA) and it's implementation, typically cost thousands of dollars upfront, with ongoing advice fees scaling from there depending on your complexity. 

  • Home
  • Executives & Senior Mgrs
  • Pre-Retirees
  • Retirees
  • UniSuper Defined Benefit
  • Ongoing Wealth Management
  • Financial Services Guide
  • Meet Dale Barratt
  • Meet Rachael Barratt
  • EKB Financial Advisers
  • Testimonials
  • Retirement Planning
  • Estate Planning
  • Calculators
  • Unclaimed Money Search
  • Find Us
  • Disclaimer
  • Privacy Policy
  • Terms of Use
  • FAQ
  • General Advice Disclaimer

EKB Financial Advisers

Address: 4 East Concourse, Beaumaris Victoria 3193

Telephone: (03) 9969 2230

© 2024 EKB Financial Advisers. All Rights Reserved.

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