Essential Financial Advice

Client Testimonials

Iona Burden

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.

Iona Burden

Graeme Hough

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.

Dale Vinnicombe

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 unforeseen 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.

Marty Scott

Seriously amazing is how best to describe Shonel and her Team. I’ve been with Shonel since I was 26 (over 10 years now), and she’s always provided really good, in depth, informative advice.
What I have always liked most though, is she will sit and chat to you, to understand you, your family and what goals you actually want to achieve. (Someone who listens – I know RARE right)..
She will then structure a plan to reach those goals..
I’ve spoken with other advisors and it’s all about buying and investing more, more, more. If that’s what you want, then Shonel can do it, but she will also listen and understand where you are at in your life and help structure a realistic plan without sacrificing to much in your day to day life…

And if something changes and you need to pull out from investing – no dramas, she’ll sort it ASAP…

As I said Seriously Good.

Lesley Coombe

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.

Ian McNeil

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.

Linda Sherlock

Linda Sherlock Jade Shonel claim accepted

Shonel and her team have been helping us with our financial. Affairs for a number of years.
They are amazing at what they do. They have helped us in so many ways. Especially recently in a recent Claim which I received. Shonel & Jades knowledge is outstanding. Shonel is genuine & very passionate about her work. Peter & Myself thoroughly recommend them at EFA.