TESTIMONIALS
EKB Financial Advisers pride ourselves on delivering financial advice with Care, Knowledge and Trust.
We are pleased to share with you a range of experiences and success stories from Dale’s clients over his financial planning career. These have all been lodged with Adviser Ratings or Google Ratings by satisfied clients.
“Dale is the best financial planner I have worked with to develop a plan, or have discussed an ad hoc complex financial issue with, no contest! I have a Graduate Diploma in Applied Finance and Investment, so I have a fair idea of what is good when I see it. I first met Dale in 2018 when he was with a large super fund advisory, he reviewed our situation and provided several very important insights and suggestions that we moved forward with, and have stood the test of time. He then developed a formal plan for us in 2021 while still at that firm, and then again recently, at his own company. We very much look forward to working with him again in future years. I highly recommend him to you.”
- John, 56-65 years, St Kilda, VIC.
“I have recently reconnected with Dale Barratt at EKB Financial Advisers after previously having been the beneficiary of his expertise and experience elsewhere. I am grateful for the opportunity to work with Dale again as his previous work with my superannuation and financial planning was exceptional. He is highly personable, knowledgeable and creative and he is dedicated to ensuring solutions and plans match my needs and priorities. Dale is a clear communicator, which is a very important quality to me. He is skilled at explaining complex financial constructs in language that is readily accessible. The EKB Financial Advisers environment is an added bonus from my perspective as it removes some limitations associated with working directly with larger, bureaucracy laden organisations. I have no hesitation in recommending Dale and his EKB FA staff as highly skilled and trustworthy professionals.”
- Geoff, 56-65 years, Warrnambool, VIC.
“We were referred to Dale by a work colleague of my husband. He told us meeting with Dale was one of the smartest things he has done. So with this in mind we contacted Dale and from our very first meeting he made us feel very comfortable. His knowledge and professionalism are a credit to him. He thoroughly explained everything he proposed to us step by step.”
- Marisa, 56-65 years, New Gisborne, VIC.
-
“Dale has been an exceptional adviser. His ability to understand our financial goals and provide clear, actionable advice has been invaluable. We have seen significant improvements in our financial situation since working with him.”
- Sarah, 46-55 years, Melbourne, VIC
“Dale’s expertise and dedication to his clients are unmatched. He has helped us navigate complex financial decisions with ease and confidence. We highly recommend his services to anyone looking for a reliable financial adviser.”
- Michael, 66+ years, Sydney, NSW
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.
