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BEST RATED BUNBURY WA FINANCIAL SERVICES

3 Best Financial Services in Bunbury WA

Expert recommended Top 3 Financial Services in Bunbury WA. All of our financial planners face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. Deadset the best!

Essential Financial Advice
Essential Financial Advice
Essential Financial Advice
Bunbury Financial Services Essential Financial Advice video
9+ YEARS IN TBR
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ESSENTIAL FINANCIAL ADVICE

(4.9 Score)
52 Forrest Avenue, South Bunbury,
Bunbury WA 6230 Directions

Since 2011

Specialty:

✓ Advice Services ✓ Budgeting and Cash Flow ✓ Childrens Education Funding ✓ Debt Management ✓ Investment Advice ✓ Peace of Mind and Financial Security ✓ Retirement Planning ✓ Superannuation ✓ Family Risk Management/Insurance ✓ Business Succession and Key Person Insurance ✓ Emergency Fund Provision ✓ Estate Planning ✓ Cash Flow and Debt Structure ✓ Medium-Long Term Goal Planning ✓ Superannuation Investment and Contributions ✓ Retirement Planning ✓ Centrelink Planning ✓ Self Managed Super Funds Including Borrowing Arrangements ✓ Investment Property Portfolio Analysis ✓ Tax Effective Investment Planning/Wealth Creation ✓ Ongoing Maintenance

“Essential Financial Advice was created under the leadership of Director Shonel Vuletich. She loves being a business owner, and it provides enormous insight into what her self-employed clients are going through and the challenges they face. Shonel Vuletich works with women who are looking for a trusted confidante to support them in their wealth creation and retirement planning years. Essential Financial Advice is continuously researching and developing investment solutions and best practices in the industry to ensure that what they do for you is the best in the business. They take pride in carefully tailoring financial solutions and strategies to suit your personal objectives.

2025 Update: Essential Financial Advice is a professional financial planning business based in Bunbury and also services the South West, Mandurah and Perth.”

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License ABN 13 146 518 747

Contact:

08 9721 9493

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

LA-Financial
LA-Financial
LA-Financial
4+ YEARS IN TBR
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LA-FINANCIAL

(4.8 Score)
2/149A Victoria Street,
Bunbury WA 6230 Directions

Since 1929

Specialty:

✓ Investment Advice ✓ Budget and Debt Management ✓ Retirement Planning ✓ Superannuation Advice ✓ Personal Insurance

“LA-Financial is a local Bunbury Financial Planning business, always striving for an exceptional client experience. Brenton Chester is the director of LA-Financial. He has been providing clients with professional and trusted financial advice for over 10 years. He is driven by a desire to provide a greater client experience and is more than well-equipped to help you meet and exceed your financial goals. Brenton's main goal within LA-Financial is to provide a 5-star client experience with a focus on communication, engagement and education. Being a new boutique firm, their team is committed to providing an exceptional and personal client experience each and every time. Their mission is to ensure people achieve their financial goals whilst engaging in the latest technology.”

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Contact:

08 9795 1101

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Dixon Financial Group
Dixon Financial Group
Dixon Financial Group
Bunbury Financial Services Dixon Financial Group video
10+ YEARS IN TBR
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DIXON FINANCIAL GROUP

(4.8 Score)
1/153 Victoria Street,
Bunbury WA 6230 Directions

Since 1991

Specialty:

✓ Superannuation ✓ Investment ✓ Insurance ✓ Estate ✓ Planning ✓ Debt ✓ Management ✓ Retirement Planning ✓ Insurance / Wealth Protection ✓ Investments

“Dixon Financial Group is a locally owned financial service firm. Jon Dixon is the managing director of Dixon Financial Group. He has been a licensed financial adviser for more than 30 years. Dixon Financial Group is dedicated to offering excellent service and trusted advice to its clients while assisting them in achieving their financial goals. Their team is dedicated to offering their clients excellent service and trusted advice while assisting them in achieving their financial goals. Whatever your unique financial goals, Dixon Financial Group provides excellent service and trusted advice to help you achieve them. They can also guide gearing strategies, borrowing money for investments through the line of credit and margin loans.

2025 Update: Their advisers provide goal-based advice, tailoring a customised investment strategy, designed specifically for you.”

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License ABN 34 009 227 427

Contact:

08 9721 4422

Mon-Thu: 8:30am - 5pm
Fri: 8:30am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

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ESSENTIAL FINANCIAL ADVICE REVIEWS

I am totally useless with figures and superannuation etc, And found myself needing direction, someone that could make things so simple that I could understand what’s going on. I was strongly advised that the person I needed to contact was Shonel at Essential Financial Services. True to every word, I cannot speak highly enough of her for speaking plainly and letting me understand. I thank her for listening, to what must seem blatantly simple to people that know what’s going on. I could not recommend her highly enough, and I thank the day we were introduced.

Among other things, we dealt with Shonel regarding our Income Protection. She navigated us through this highly stressful period with the care and dedication required to help us achieve a successful outcome. Her advice over the years has been invaluable, and we cannot thank her, or recommend her highly enough.

Very satisfied with EFA and Shonel. Nice to have good personalized advice from Shonel and her team. They are always looking for innovative and effective ways to manage my affairs.

These reviews are provided for information purposes and to help you make informed decisions.

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LA-FINANCIAL REVIEWS

My wife was sick of me complaining about work and talking about retirement, so she said to find a financial advisor and actually do something about it. I contacted Brenton based on the reviews here and I have to say, the positive reviews are on point. Brenton was thorough in his assessment of where we are at financially and provided expert advice on how to maximise our superannuation for a comfortable retirement. Due to Brenton’s advised strategies, I had the pleasant surprise of being able to retire earlier than expected and in a better financial position than I thought possible.

Great experience at LA-Financial. Brenton is very knowledgable. He was able to explain financial terminology to me in a way that I could understand. Looking forward to working with him again in the future.

Brenton has helped us budget our money and pay more off of our mortgage. He is very easy to work with and he came recommended by a friend of mine.

DIXON FINANCIAL GROUP REVIEWS

Solid & reliable advice & personal service, there's a bloody good reason why he's so popular. I even used to admire this guy when he surfed Bandy Creek in Esperance when we were grommets. Go with Dixon. Cherries everywhere.

Dicko and his team are number 1! Best financial service in town.

Simply the best advice you can get in your life. 5 star.

TBR® Inspection Score Report

ESSENTIAL FINANCIAL ADVICE Total Inspection Points: 117/120
Business Hours: 9
Business Images: 9
Complete Info: 9
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

LA-FINANCIAL Total Inspection Points: 116/120
Business Hours: 9
Business Images: 9
Review Analysis: 9
Reviews Accuracy: 9
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Reviews Study: 10
Destination Wedding: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

DIXON FINANCIAL GROUP Total Inspection Points: 115/120
Acknowledgements: 9
Business Hours: 9
Business Images: 9
Complete Info: 9
Reviews Study: 9
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Standard: 10