Essential Financial Advice Pty Ltd is a reputable financial planning business in Bunbury, Western Australia. It was established in 2011 under the guidance of Director Shonel Vuletich. This financial company is dedicated to providing high-quality, accessible, and unbiased financial advice that significantly impacts their clients' financial lives. With a wide range of expertise, they can address various areas of financial advice, catering to both simple cash flow management and complex scenarios like self-managed super funds with investment properties. What sets Essential Financial Advice apart from traditional financial planners is their blend of experience and technical knowledge and, most importantly, their embrace of the future of client-centric financial advice. The advisers take pride in delving into clients' core issues, using their experience and expertise to craft personalized ideas and strategies tailored to individual situations. They emphasize that ongoing advice, support, and guidance are as crucial as the initial financial strategies provided. Recognizing that wealth is accumulated over an extended period, Essential Financial Advice encourages clients to choose an adviser with whom they can envision a long-term working relationship. Their commitment lies in carefully tailoring financial solutions and strategies to align with each client's objectives. The firm is dedicated to delivering high-quality, accessible financial advice and extends its services to the South West, Mandurah, and Perth regions.
UNIQUE FACTS:
• Affordable Price.
• High Quality, Accessible Financial Advice.
• Tailoring Financial Solutions.
3 Best Financial Services in Bunbury, WA
Expert recommended Top 3 Financial Services in Bunbury, Western Australia. All of our financial services actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
ESSENTIAL FINANCIAL ADVICE PTY LTD REVIEWS
Shonel and her team at Essential Financial have been an important part in the process of setting my wife and I up for retirement and have also played a critical role in preparing my young family for unforseen circumstances. Our budget and earning capacity was taken into account and a balanced maintainable plan worked out for our specific and individual needs. Thank you Shonel and your team for working for us as a family...oh and repeatedly chasing me up with requests for documents that you needed. I'll recommend you to anyone.
We made an appointment with Essential Finance as part of our planning towards retirement. Darcy Johnstone not only demystified the whole retirement super planning process for us but he saved us some dosh by restructuring some of insurances. For the first time I feel like I have a sensible plan in place that will carry us through retirement from someone we can trust. Thanks Darcy.
Shonel and her team have been advising us for the past couple of years as we are approaching retirement and we have found her knowledge and strategies most helpful. A small company but staff always very friendly and accommodating. We would thoroughly recommend Essential Finance.
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LA-Financial is a financial planning practice dedicated to delivering the utmost client satisfaction. Brenton Chester, the Head Financial Adviser and Director of LA-Financial brings over ten years of experience as a qualified Financial Planner, offering professional and trustworthy financial advice. As a local expert in Bunbury specializing in Financial Consultancy, Superannuation, Investments, and Debt Management, Brenton is committed to enhancing the client experience. He is well-equipped to assist you in surpassing your financial goals. LA-Financial strives to ensure individuals achieve their financial objectives by integrating the latest technology into their services. Whether establishing and growing wealth or implementing robust financial practices, they provide comprehensive support in areas such as Superannuation, Personal Insurance, Retirement Planning, and more. As a new boutique firm, the LA-Financial team is dedicated to consistently delivering an exceptional and personalized client experience. Leveraging almost a decade of experience and a passion for financial planning, they are poised to help you establish and grow your wealth while implementing resilient financial practices. The firm remains committed to ensuring clients achieve their financial goals by staying abreast of the latest technological advancements.
UNIQUE FACTS:
• Online Appointment.
• On-site Services.
• Great Communication.
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Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
LA-FINANCIAL REVIEWS
Since I first approached LA Financial we've been nothing but happy with their service. Brenton is extremely personable, proactive and makes you feel comfortable in every meeting – going out of his way to come to see us is amazing. We have been very satisfied with the work he puts in to understand our situation and long term needs in developing tailored/practical plans to suit. I'd more than to recommend Brenton and LA Financial to anyone - We feel confident that we are being supported with our finances to the highest possible standard.
My finance and I recently signed on for a year of services with Brenton Chester from LA Financial. He has provided us with so much knowledge and advice. In progressing through our Statement of Advice, Brenton has provided all the paperwork and support in a timely manner. He replies to emails quickly and is available for meetings at short notice. We feel very confident in recommending Brenton Chester as a wonderful financial advisor and are very happy we engaged in his services and have set ourselves up for the future!
Nothing is too much trouble and he goes the extra to achieve a positive outcome. We are very satisfied with Brenton as our advisor and would have no hesitation in recommending him.
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Dixon Financial Group, a locally owned and operated financial advisory firm, has served the community for over 25 years. Jon Dixon, the financial adviser and managing director of Dixon Financial Group, brings over 25 years of extensive experience in the financial industry. Widely recognized as the most trusted financial adviser in the Southwest, Jon leads a team that includes Fred Adlam, another financial adviser who embarked on his advisory career in 2012. The team at Dixon Financial Group is dedicated to delivering excellent service and trusted advice to clients, guiding them in achieving their unique financial goals. Regardless of the size or nature of your financial objectives, they are committed to providing exceptional service and reliable advice. The advisers at Dixon Financial Group specialize in goal-based advice, tailoring personalized investment strategies to meet individual needs. Beyond this, the firm can offer guidance on gearing strategies, including borrowing for investments through lines of credit and margin loans. In addition to financial guidance, Dixon Financial Group extends their services to assist with legal matters, offering advice on setting up wills, enduring powers of attorney, and testamentary trusts. They also support protecting estates from tax implications and potential challenges from in-laws. The firm recognizes the importance of minimizing tax obligations and ensuring clients retain control over their estates. At Dixon Financial Group, the focus remains on offering excellent service and trusted advice to clients, no matter the scale of their financial aspirations.
UNIQUE FACTS:
• On-going Administration & Tax Returns.
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Working Hours:
Fri: 8:30am - 4pm
Sat & Sun: Closed
TBR® Inspection Report:
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.
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