EKB Financial Advisers - Beaumaris (VIC)

5 /5 Sue Bruce: We reconnected with Dale after first meeting him through UniSuper. Having retired we wanted to ensure our Estate planning was on track. We are very pleased with the financial initiatives and advice provided. Dale ensures that he fully communicates and explains all processes. We would not hesitate in recommending his services.

5 /5 Connie: Great Start to a New Financial Journey For some time, we had been considering switching from our interstate Financial Adviser to someone closer to home for us. This was a big decision but we need not have worried at all. From our first meeting, Dale, from EKB Financial Advisers, has been very thorough in evaluating and reviewing our original and somewhat complicated Superannuation and Financial setup, and has assisted immensely in creating a streamlined retirement and Investment plan for us moving forward. Special mention to Rachael for looking after the paperwork. Dale has dealt with every question and every email, no matter how trivial, in a prompt and timely manner and at no point in time did we ever feel rushed to wrap up our face to face meetings. He has amazing communication and interpersonal skills and is exceptionally knowledgeable in his field. We would have no hesitation in recommending Dale to anyone who maybe considering a second opinion or review of their financial arrangements. We are so pleased to have made this transition to EKB Financial so a big thank you Dale. Look forward to a partnership that continues to grow over time.

5 /5 Jane Hill: Last year I took the big decision to retire. My husband and I engaged Dale to help us through the transition. We couldnt rate Dale more highly. He took the time to understand our retirement goals, he explained general principles and then wrote us a tailored plan. Dale is very responsive and is very good at explaining complex financial matters. He is very knowledgeable and has helped us to plan a financially secure retirement.

5 /5 deirdre frappell: I have nothing but praise and high regard for the work Dale has done for me. He was recommended to me following the death of my husband a small while ago; basically to help me through the death benefit superannuation process but also to clarify a plan for my financial stability as I reluctantly fly solo into the future. Our financial position was fine as we started our retirement phase but the veil of uncertainty and fatigue from my new and unwanted personal situation was relieved fully by Dale’s kind, understanding, sympathetic nature; his sense of humour, his clear, factual, progressive, logical approach. His decent financial understanding was merely a base for the overlay of patience, competency and attention he gave the ensuing process. A process that was intuitively straight forward but with bureaucracy in full swing, required up-to-date knowledge, someone who would keep the inaneness at bay, and who would keep a cumbersome ball rolling - to my benefit. Dale navigated all the necessary steps of amalgamating and combining our superannuation funds in a most non flustered way and kept all dealings and progressions in great clarity for me. And with such speed and efficiency to boot. Dale has gone above and beyond in my expectations financially, and I truely feel he has my back. I feel we have completed this first phase as new friends. We will enter phase two of my solo life and its financial planning with confidence and that Dale works for the benefit of his clients.

5 /5 Susan Columbine: Dale Barrett is by far the most patient and thorough financial planner I have ever had the pleasure to meet. Recently my husband and I wanted to update our financial plan as we approach retirement age. We had used Dale’s services previously when he was working with a large corporation. When we discovered he was now running his own business, we tracked him down, because in our opinion his professional expertise is second to none! No question asked is too trivial or “silly”, all our concerns about our future financial situation were addressed and set to rest by Dale’s excellent explanations. When you are dealing with your life savings it is imperative that you feel comfortable with the direction you are taking. Dale really wants you to have full confidence in your financial plan. Now we have learned that he is also qualified in aged care advice we look forward to working alongside Dale as we continue well into our golden years. SusanC.