Essential Advice offers high quality financial advice which meets
the client's needs at a reasonable price. Principal Ken Allan
has been in the finance industry for over 40 years and was one
of the first licensed financial planners in Australia. Ken personally
supervises all financial plans and advice given on behalf of his
company. Our clients live in all areas of Australia.
All of Essential Advice's clients have been referred to us by
friends, family and neighbours. We do not advertise in Yellow
Pages, on TV or radio or even in the local press. We don't have
to. We have a steady stream of satisfied clients keen to pass
on our name, especially to friends who are unhappy with their
current adviser's poor advice, charges and service, even more
so since the Global Financial Crisis.
Ken
insists that it is essential that advice and fees be clearly
understood by you, the client. He believes it is essential
to provide an ongoing service, with reviews that reflect changes
in the investment markets, taxation and pension rules. Ken continually
researches markets and investments and makes changes as appropriate
for each individual client. This is an essential element
of good advice. Ken does not just place you in investments that
give Ken the highest fee and leave you there, no matter how market
conditions or your personal circumstances change.
Choosing the correct adviser for you is essential, as
it should be a long term, happy relationship. You will find links
to government issued brochures and other essential reading here.
More about Ken and profiles of our other financial planners are
here. Our office
staff are only too happy to answer any questions, you can contact
them here.
The comment Ken hears most often from clients is "I sleep
better at night now, since coming to you". Maybe it is
time for you to get more of that essential sleep!
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