How it works

We guide our clients through life's biggest milestones, so relationships are everything. After all, advice is personal and you deserve to have a strong relationship with your adviser. 
Clarity call
In this 15 minute online session or phone call, we determine your needs and explain how we can help you with a clarity plan to make your money work harder for you.
Discovery meeting
You'll first complete a survey on your current situation and goals, which we use to research and plan our 90-120 minute Discovery meeting.

Next steps

At the end of your Discovery meeting, if we decide we're a good fit – and we're confident we can deliver you strong outcomes – we'll prepare a proposal that outlines your annual investment with us. Our formal engagement will commence with an onboarding cost to you, enabling us to formulate your custom strategy and begin your work. Our onboarding costs start at $5,500 inc GST and will vary depending on how complex your situation may be.

This onboarding investment delivers three key components:
A customised clarity plan
We'll craft a customised clarity plan based on your needs and goals, tailored to get you from A to B.
Implementation of this plan
We will make sure your plan is implemented correctly to give you the greatest opportunity to achieve your goals.
Peace of mind
You'll have assurance that your finances are in good hands and are being done right the first time, by professionals.

What's important to you is important to us

You can rely on us to do what we say we will
Results focused
Our success is measured by the outcomes we help you achieve
Our clients all walk away more knowledgeable and empowered
We're passionate about making financial advice clear
EK Financial Group is no ordinary advice practice. Our close knit team serves our clients in a fully bespoke way – helping you get to where you want to be, to ultimately live a life on your terms.
Meet the team who'll be helping you
Highly awarded financial advisers and lending specialists on a mission to help Australians achieve the security, confidence and clarity that comes from financial prosperity. 
→ Click here to download a copy of our Financial Services & Credit Guide
Disclosure: Eddie Kane Pty Ltd, ABN 44 007 185 462, trading as EK Financial Group, is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence No 232706 and Australian Credit Licence 232706.

General Advice Warning: This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.