3 Best Financial Services in Bunbury, WA

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.

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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.

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.