We take the hassle out of planning your financial future. We are continuously researching and developing investment solutions and best practice in the industry, to ensure that what we do for you is the best in the business.
Based in Bunbury, Western Australia, Essential Financial Advice was created in 2011 under the leadership of Director Shonel Vuletich with a simple goal: to provide high quality, accessible, unbiased financial advice and make a significant difference to the financial lives of our clients.
The areas of advice we can cover are extremely broad, so no matter whether you have a simple cash flow, budgeting or Centrelink need, or a complex Self Managed Super Fund with investment properties and borrowing arrangements, we can cater to your requirements.
We often find that clients come in seeking advice on one specific area, but leave with a much greater awareness of all the areas in their financial life that should be getting attention. This comprehensive “Financial Health Check” approach can lead to far better outcomes for you and forges the beginning of a trusted long term relationship where we continue to build on solid foundations.
What also sets us apart from other traditional financial planners is not just our combination of experience and technical knowledge, but above all that we embrace the future of client centric financial advice. We are proactive in looking for back-end efficiencies to pass on lower ongoing costs to you. This means more money in your pocket, superannuation or investments and more wealth for your future. It is this fair and transparent engagement that sees us growing rapidly and working with many loyal and satisfied clients.
We are not a one-size-fits-all operation and take pride in carefully tailoring financial solutions and strategies to suit your personal objectives.
Essential Financial Advice, Shonel Vuletich and Jade McKay are Authorised Representatives of Synchron AFS Licence 243313, PO Box 438, North Melbourne VIC 3051.
Please click here to download a copy of our Financial Services Guide.