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.

Play video

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.

    
 
 
        
   Catherine Adams 
 2024-06-24
 
 
  I recently had a couple of meetings (online) with Zac from EK.  I started with Eddie Kane (EK) about 25 years ago, and I'm now liaising with Zac.  He is great.  A friendly, courteous but most importantly, informative advisor.  He explained various options, and suggested what he thought would be the best actions for me moving forward.  He answered all my questions, pointed out different paths, and was just a very pleasant, genuinely nice man.  I firmly believe he gave me the best options for my situation, and kept my best interests in mind.  I would wholeheartedly recommend anyone contact EK for advice.
  
 
       
   Stephen Walshe 
 2024-06-13
 
 
  From day one meeting Aaron & Zac I found them very professional and really attentive to our financial goals and constantly communicating  on strategies to get there. Referred from a family member who is very happy with the service and outcomes he has achieved over several years.
From Steve & Naomi
  
 
       
   Matthew Brown 
 2024-04-25
 
 
  Aaron and the team were recommended to us by friends of ours. They have done a full re-structure of our finances, super and life insurances. We feel much more in control of our future now that we have this financial structure in place for ourselves and our 3 kids.
The team at EK were very responsive and efficient with all documentation, and made the whole process quite easy and stress free.
  
 
       
   Rodney Morrissey 
 2024-04-19
 
 
  Aaron and his team were fantastic in explaining and setting up a financial plan for us.  We couldn’t be happier with the experience and professionalism from EK Financial.
  
 
       
   Bec Morrissey 
 2024-04-16
 
 
  Thorough, friendly and professional. Made things easy to understand. Took time to learn about us and our needs for the future. No fuss system of paperwork too, that was something I never look forward to but they made it so easy.
  
 
       
   Anna Morrissey 
 2024-04-16
 
 
  Staff were lovely and easy to talk to. Very good at providing updates detailing what to expect from each stage of the process.
  
 
       
   Aaron Bird 
 2024-04-14
 
 
  It’s has been great working with Aaron and his team, the process has been well discussed with me at all times, looking forward to seeing what the future holds going forward thanks again.
  
 
       
   Christie Goder 
 2024-03-13
 
 
  We have been delighted to work with Aaron and his team on our overall finances. The team have been so thorough ensuring we are doing the best with our means for our families future. They really listened to what was important to us and given us some great results. They have been super easy to work with, we would highly recommend the EK Finance group.
  
 
       
   Peter D 
 2024-02-09
 
 
  Aaron Kane and the team at EK have provided great advise and leadership in achieving my financial goals over the last 20 years. Annual financial health checks and Loans formally approved in record time. For all superannuation, insurance and financial advise I highly recommend EK Financial group both personally and professionally.
  
 
       
   Baden Pascoe 
 2024-01-24
 
 
  The first thing we notice every time we attend our investment review, is the genuine welcome that Aaron, Zac and his team extend to us on our arrival. It helps us to feel comfortable and never seems rehearsed or fake. They are very knowledgeable and have consistently provided us with a considered proposal that we understand and meets our needs.
  
 
  
  
 
 
   Google rating score: 5.0 of 5, based on 134 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