Meet EKB Financial Advisers
EKB Financial Advisers is a financial planning business located in Beaumaris, Victoria and was founded by husband-and-wife team, Dale Barratt and Rachael Barratt.
The EKB Financial Advisers logo represents the 4 stages of life we care for our clients through.
- Wealth Development through investment, super and redundancy advice to maintain and grow your financial position.
- Retirement Planning to turn carefully turn assets into ongoing and reliable retirement income.
- Aged Care Financial Planning to help our clients and their families through a time of change.
- Leaving a Financial Legacy for what you’ve worked hard to create. We’ll help you preserve and protect it.
Fundamentally they created their own financial planning business to help other families like them reach their goals. EKB represent the initials of their two children and is part of their own legacy to them.
Care. Knowledge. Trust.
These are core business values of EKB Financial.
Care
We believe in caring for clients first. Our approach is centred around understanding a clients specific life situation and goals. We listen and we tailor our financial planning advice to your needs.
Knowledge
With years of experience in helping clients, we know financial planning is complex and how confusing the rules can be. We equip ourselves with ongoing education to provide advice and strategies to clients that make the best sense for them. We genuinely commit to using our knowledge and expertise to help deliver our clients with more certain outcomes.
Trust
Trust to us is the foundation of any relationship, this includes client relationships too. We are committed to acting with honesty and integrity in all our interactions. You can rely on us to act in your best interests by providing clear and straightforward financial advice. We will also remove complexity where we can too.
We provide financial planning advice for:
- Wealth Development including Redundancy – Executives and Senior Managers
- Pre-retirement Planning – Singles and Couples
- Retirement Planning – Singles and Couples
- UniSuper Defined Benefit Division Members
- Aged Care Financial Planning – Seniors and Adult Children
EKB Financial Advisers works with clients from Beaumaris, Aspendale, Bentleigh, Black Rock, Brighton, Cheltenham, Elwood, Hampton, Hampton East, Highett, Mentone, Moorabbin, Mordialloc, Parkdale and Sandringham. We also have clients across Greater Melbourne, Victoria and around Australia.
If EKB Financial Advisers sounds like the kind of financial advisers you would like working with you, please contact us. To make an appointment for personal financial planning advice, please call EKB Financial Advisers on (03) 9969 2230 during business hours or use the contact form on our website.
We look forward to understanding your needs and seeing how we can help you.
