Essential Financial Advice - South Bunbury, Western Australia

Essential Financial Advice: Your Path to Financial Security

Location: 52 Forrest Ave, South Bunbury WA 6230, Australia.
Phone: 897219493.
Website: efa-financial.com.au.
Specialties: Financial Planner
Other points of interest:

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet facilities
• Appointments recommended

Opinions: This company boasts an impressive 31 reviews on Google My Business with an average opinion of 4.9/5. This high rating reflects the trust and satisfaction their clients have in their financial advisory services.

Key Features:

Essential Financial Advice, located at 52 Forrest Ave, South Bunbury WA 6230, Australia, stands out as a premier financial planning service. Their commitment to accessibility is evident with features like a wheelchair-accessible car park, entrance, and toilet, ensuring that all clients, regardless of mobility, can receive comprehensive financial guidance. With a strong online presence through their website efa-financial.com.au, potential clients can easily access services, read reviews, and book appointments.

Contact Information:

For those seeking personalized financial advice, Essential Financial Advice offers professional services through a dedicated phone line 897219493. This direct line allows for swift communication and scheduling of consultations, which are highly recommended to make the most out of their expert guidance.

Services and Specialties:

As a financial planner, Essential Financial Advice specializes in providing tailored financial strategies to help clients achieve their goals. Their services likely encompass a broad range of financial planning needs, from managing investments and retirement savings to budgeting and tax planning. Given their high rating, clients can expect a high level of expertise and personalized service.

Practical Steps for Clients:

For those considering reaching out for financial advice, here are some practical steps to follow:

• Schedule an appointment in advance to ensure a dedicated consultation time.
• Prepare any financial documents or information that may help in understanding your specific financial situation.
• Arrive at the clinic with any questions or concerns ready to be addressed.
• Be open to receiving guidance and making necessary adjustments to your financial plans.

Why Choose Essential Financial Advice

Clients choose Essential Financial Advice for several compelling reasons:

• High client satisfaction: With an average rating of 4.9/5, their services are highly regarded.
• Accessibility: The clinic's wheelchair-friendly facilities ensure inclusivity and ease of access.
• Professional expertise: As financial planners, they offer in-depth knowledge and strategies to navigate complex financial landscapes.
• Local presence: Being physically located in South Bunbury makes for convenient access and a familiar face in the community.
• Positive reviews: The numerous positive reviews on Google My Business attest to their reliable and effective service.

In conclusion, Essential Financial Advice is more than just a financial planning service; it's a comprehensive support system for individuals and families aiming to secure their financial future. With their accessible location, high client satisfaction, and experienced team, they stand out as a trusted choice in the financial advisory sector.

Summary: Essential Financial Advice offers expert financial planning services in an accessible location, praised for their high customer satisfaction and professional expertise.
Keywords: financial planner, Essential Financial Advice, South Bunbury, financial security, financial advice, accessible clinic, high rating, retirement planning, investment management
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👍 Reviews of Essential Financial Advice

Tayen M.

5/5

My partner and I have had a super positive experience with Darcy Johnstone. As a young couple with our first child and building our first home, he has provided us with a more than comprehensive overview of life insurance to protect our family should anything happen to us. This sort of service can be easily overlooked by people in our age group (20s) and can be quite daunting to explore and understand. Darcy made sure to explain everything in depth and terms that are easier to digest for people who have never dealt with this type of thing. We will be returning to Essential Financial for years to come. Thank you Darcy!

Aileen J.

5/5

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.

Rodney F.

5/5

Darcy Johnstone and the team at Essential Financial Advise have been fantastic. Darcy went through a very detailed plan to help us understand where we are financially and how we can achieve our goals. He provided a very clear understanding about what we should (and shouldn't) do to ensure we are financially secure in the future.

Thanks to Darcy and the team for your time, knowledge, professionalism and effort in helping us plan for the future.

steven E.

5/5

My wife and I have been under Shonel's advisement for 4 years now and have always been impressed with her professionalism and financial knowledge. We are well on our way to a solid financially comfortable retirement all due to her guidance and support. Shonel's biggest attribute is that we are relaxed and contented going forward knowing she has structured our financial future to work with us and for us. Would recommend Shonel to anyone who would like financial peace of mind. Should have started with her much earlier in our lives.

paul H.

5/5

We would like to thank Darcy Johnstone and the team at Essential Financial Advise for all their help in achieving our dream. Darcy new how green we were and translated everything so we understood. He went over and above this duties, by setting us up on Centre Link for our Pension, even going into seeing them. We could not have achieved this without his help.
We would highly recommend Darcy and the team., as we are now LIVING THE DREAM.
Thanks again you were amazing.

Kath L. N.

5/5

I highly recommend Darcy Johnstone from Essential Financial Advice. He has been able to assist us with advice on range of financial services. His advice is clear and easy to understand. He takes the time to ensure his recommendations are the best fit to meet your financial goals and life circumstances.

Debra T.

5/5

Darcy Johnstone has helped us reach our financial goals with a minimum of fuss. We struggle to understand this complex ever changing area. We’re so fortunate that “Darcy’s got it”. We just follow the advice, review regularly, and just like that our financial position has significantly improved to the extent that original goals were met.

We love Darcy’s flexibility, professionalism, knowledge, and ability to translate complex information into straightforward advice. It’s been the perfect balance between a friendly personalised approach and excellent financial results!

Thanks Darcy. See you at our next review.

Dale V.

5/5

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.