Essential Financial Advice

ADVICE YOU CAN TRUST

We aspire to provide the best financial solutions at an affordable price, and make a significant difference to the financial lives of our clients

Essential Financial Advice is a professional financial planning business based in Bunbury, Western Australia.  We service the South West, Mandurah and Perth.

99% of our clients find us through word of mouth due to our professional, trustworthy and reliable advice and service.

Here are some of the reasons you might be looking for financial advice:

  • You often find big financial decisions confusing, overwhelming or suffer from procrastination
  • You want to “get ahead”… but don’t know much about investments
  • You know you could be doing better financially but aren’t sure where to start
  • You want a trusted professional with years of education and experience to help guide you through big financial decisions
  • You are looking for strategies, advice and motivation to help you achieve your financial goals
  • Your current adviser only provides super and insurance advice, but you are looking for a lot more than just products. You want a holistic service that can help you with budgeting, cash flow, debt reduction and wealth creation (see our services section).

Our advisers pride themselves on their ability to get to the core issues you are facing. Using their experience and know how, they then formulate ideas and strategies which are personalised to your situation. The ongoing advice, support and guidance is just as important as the initial financial strategies you will receive. Wealth is created over a long period of time, so make sure you choose an adviser who gets you, knows their stuff and you see yourself working with for years.

Essential Financial Advice is a fee for service business. This means that our fees are essentially value based, not volume based and costs are agreed upfront before any work is commenced. This ensures we are not conflicted in the advice we provide.  We are also willing and able to assist you with your industry super fund.

COVID-19 Update

Due to Covid-19 we have had to adapt our business practices to ensure our staff, clients and the community are limiting the spread. Online or phone appointments can be arranged, and we are currently able to conduct face to face appointments. Please call us for further details on 08 9721 9493.