Essential Advice Pty Ltd Financial Planners and Retirement Specialists, Sunshine Coast, Queensland
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Financial Planning Association Member
 

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.

Brochures from ASICKen 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!


Essential Advice Pty Ltd (ABN 35829471001) is a Corporate Authorised Representative of Securinvest Financial Planners Pty Ltd, AFSL 223280/ABN 38005526992.
Address: 2.05/202 Jells Rd, Wheelers Hill, Vic 3150. Tel: (03) 9574 8300 Fax: (03) 9574 9231

Web: www.sifp.com.au