Enjoy your retirement, your way

 
 
 
 
 
 
 
  
 
 
 
  
 
 
 Mya Toohey 
 
2026-08-22
 
 
  
Aaron has been my adviser for nearly a decade now. I trust him with my financial planning. He has always delivered it clearly, concisely. The returns and outcomes of his recommendations have always exceeded my expectation.
  
 
  
 
 
 
  
 
 
 Robyn Lawson 
 
2026-08-17
 
 
  
Always feel welcomed and put at ease immediately. Everything is well prepared, clear and concise. We are immediately brought up to date on our current financial position and then guided through what is being proposed as we move forward. Everything is explained in simple terms and all questions welcomed and answered . Thanks Aaron .. and the EK team.
  
 
  
 
 
 
  
 
 
 Judith Boskett 
 
2026-08-17
 
 
  
As a self funded retiree, I’m very happy to feel supported and comfortable in my financial position. I couldn’t have achieved this without professional help. I highly recommend EK Financial.
  
 
  
 
 
 
  
 
 
 Stephen Walshe 
 
2026-07-31
 
 
  
My wife  and I have been dealing with Zac for some time and have found him to be a good communicator and pleasant to deal with but more importantly listens to our thoughts and goals in regards to finance.
  
 
  
 
 
 
  
 
 
 Lachlan Becirovic 
 
2026-07-16
 
 
  
The whole team were super helpful and easy to work with. Worked hard to make what can be a difficult process as easy as they could for me.
  
 
  
 
 
 
  
 
 
 Darren Gardiner 
 
2026-06-19
 
 
  
Very professional, and informative
  
 
  
 
 
 
  
 
 
 Pooja Raju 
 
2026-05-31
 
 
  
I cannot recommend EK Financial Group highly enough, especially Bianca and Summer. We approached them with a highly complex restructure involving a Trust buying process—definitely not a straightforward loan structure. Their thoroughness, attention to detail, and absolute perfectionism ensured everything went off without a hitch. They navigated the complexities effortlessly, kept communication seamless, and delivered an incredible result. If you have a complex financial setup and need absolute pros, look no further than this team!
  
 
  
 
 
 
  
 
 
 Bernie Shone 
 
2026-05-28
 
 
  
Aaron and his team have helped us immensley. They are always there for us whenever we need to speak to them and we can't speak highly enough of them
  
 
  
 
 
 
  
 
 
 Keng Lee 
 
2026-05-27
 
 
  
It is easy to deal with EK Financial Group. I like their Weinberg/MyNorth platform to manage our SMSF for portfolio diversification purpose. I also invest in direct shares for SMSF under a second MyNorth account as well.

Aaron is very responsive to our needs. He gave us good advice 3 years ago and we asked him for new advice in 2024 when the previous advice were no longer meeting our needs. He gave us several scenarios for consideration which again meet our needs going forward.

I would recommend EK Financial Group to anyone who is looking for a good financial adviser.  - updated by Keng Nov 2025

My wife and I have finally decided to accept the recommendation from Aaron to ensure that we have a complete financial investment arrangement to meet our needs in retirement.

Good financial advice is hard to get especially when we are dealing with retirement recommendations and our government is making our challenges even more challenging by constantly changing their minds eg Divison 296, new treatment of CGT and new taxation of trusts in 2024-2026 budgets. We can confidently predict that further changes on wealth matters eg super will continue to surprise us in the future. It is very important to seek  good financial advices from good financial planners, in my case  Aaron from EK Financial . - updated by Keng May 2026
  
 
  
 
 
 
 
 
 
 Google rating score: 5.0 of 5, based on 192 reviews