Financial freedom starts here

Achieve your financial and lifestyle goals with our straight talking, data driven advice.

Client Experience

Your EK Financial journey

We've won more than our fair share of awards, but it's the relationships we've built that we value the most. Our clients stay with us for the long haul because they value what we deliver, align with our ethics, and like our straight talking approach to finance.

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EK: Not your average advisers

We know that building wealth takes time. And if there's one thing we've learned in our almost 40 year history (yep, we were established in 1987) it's that the tortoise is smarter and more effective than the hare.

Our family-owned business started with the bold vision of a big-hearted man. Mr Eddie Kane wanted to make a positive impact through quality advice. We'd say he's accomplished his mission – and we're here to carry it on.

Who is EK?

SOME OF OUR RECENT AWARDS

Melbourne locals

Helping people in Melbourne and right across Victoria master their finances.

Who we help

About our clients

No matter what stage of the wealth journey you're on, we understand what it takes to get you to the next one. Our financial planning solutions are as individual as you.

Who we help

Wealth starters

Establishing good money behaviours to set you up for success.

Accumulators

Building your portfolio and putting your money to work for you.

Empty nesters

Preparing for that next stage in your life with confidence.

Retirees

Protecting your nest egg while living your ideal retirement.

    
 
 
        
   Jenny Smith 
 2025-04-25
 
 
  I finally made the decision to seek financial advice three years ago and haven't looked back since. I was looking at retiring in the next 5 to 10 years and needed to know if I was on the right track. I thought in a quite good financial position, but Aaron and Zac looked at things a bit differently and made my retirement look healthier. Highly recommend this financial group.
  
 
       
   Michelle Spencer 
 2025-04-13
 
 
  Aaron and his team have been an excellent source of advice and guidance with our finances over the past nearly 10 years.  Aaron is really thorough with understanding our needs and where we want to be in the future.  We highly recommend EK Financial Group.
  
 
       
   Paul Birchall 
 2025-04-12
 
 
  Wonderful staff always keep you updated Aaron is always available for you I would highly recommend EK Financial group for all your financial services
  
 
       
   Simone Kish 
 2025-04-08
 
 
  Bianca & Summer have made the loan application process super easy. They did all the work for us & maintained great communication all the way through. Very happy with their service!
  
 
       
   Alex K 
 2025-04-01
 
 
  Aaron and Bas have been exceptional to work with given their professionalism, communication and financial expertise. I couldn’t be more pleased with the experience. From our clarity call and initial consultation, they took the time to understand our financial goals and position and helped create a clear, achievable plan. It was also great that they presented the plan visually which made it easy to follow and understand. They also broke our plan down into achievable, specific, realistic and measurable steps.

We are early on in our financial planning journey but feel confident, excited and empowered in the advice we have received. All the staff have been personable and professional and we look forward to working with them for years to come. Highly recommend Aaron and Bas for anyone looking for knowledgeable and trustworthy financial advisers.
  
 
       
   Mark 
 2025-03-31
 
 
  From the moment my wife and I engaged a 15-minute contact session with Aaron, he made us feel at ease, he was more than open, and respectfully honest. We did some research pre this contact and out of 3 other financial advisors, Aaron was the one that we instantly felt comfortable with. We didn't feel pushed into anything and we instantly felt that good vibe, we knew straight away we were the right fit.

We have since had a couple of meetings and everything has been clearly communicated and actioned as required. The recommendations Aaron has made have been extremely helpful to us both and has allowed my wife and I to set some long-term goals that will be achievable. We are both looking forward to the future and to continuing to grow our long-term relationships with Aaron, Bassel and the EK Financial Team to achieve our retirement goals and build new dreams along the way.
  
 
       
   Alexander Kenely 
 2025-03-25
 
 
  Aaron and the team have been great to work with to date, navigating tricky financial positions and setting our family up with a plan for the future
  
 
       
   Steven Tesoriero 
 2025-03-19
 
 
  Working with Bianca, Summer and the EK team has been a true pleasure. They simplify complex financial matters and make the entire lending process seamless.
  
 
       
   George Konstantas 
 2024-12-19
 
 
  Aaron and the Team at EK Financial Group have provided structure around our finances and have helped us identify clear goals for the future
  
 
       
   Simon & Rosanna Buttie 
 2024-12-18
 
 
  EK Financial Group have helped us so much in setting up our future and our kids future. Their professionalism is outstanding and so is their communication. Highly recommended
  
 
  
  
 
 
   Google rating score: 5.0 of 5, based on 153 reviews

Understand your needs

We'll sit down together to uncover what you want to achieve.

Create your clarity plan

Your tailored tactical plan is developed to help you achieve your goals.

Embed your strategy

Our expert team, backed up by robust systems, get to work to make it happen.

Fine tune and forward plan

Continuous refining means your financial plan continues to work for you.

How we work together

Ready to make it happen?

Let's have a no strings conversation to find out if we're a good fit.

Book your clarity call

Financial advice

Master your money

Building wealth is about more than money. It's creating confidence, clarity and security. It helps you live a life by design. If you're ready to take charge of your finances, we can help you make it happen.

Find out how

Home loans

Invest in property

Owning your own home, upgrading to your dream home, or building a property portfolio requires strategic guidance – not just chasing the lowest interest rate. We give you up-to-the-minute insight into how to optimise your funding options.

Explore your options