Whilst our investment philosophy is tried and proven we are assisted by the latest technology and our opinions are underpinned by exhaustive and professionally conducted research as well as 25 years of business and investment experience.
We are committed to providing you with a high level of financial planning and business advice supported by a personalised service that you will find is second to none.
What ES&A Financial Services Offers
Financial Planning Advice
Wealth Creation, Taxation Planning in conjunction with your accountant, Debt Management, Estate Planning with you and your solicitor, financial Retirement Planning.
Investment Services
Managed Funds, Managed and Self-Managed Superannuation investment advice and gearing.
Insurance / Protection
Life Cover, Trauma Protection, Income Protection, Total and Permanent Disability.
Lending Services
ES&A can recommend all your personal and business lending requirements. We work with your bank of choice – or we can make an alternate banking recommendation if you desire.
The distinguishing feature about ES&A is the tailored personalised service we provide for our clients. We do this by involving our clients, their accountant and sometimes even their solicitor in the planning process – thereby gaining the input of several professional and appropriate opinions. This enables the client and us to stay on a course that will eventually lead to the outcomes that were planned for.
Why Have Confidence in ES&A?
Experience
We have been in the business of giving financial advice for 25 years.
Family Business
The principals of ES&A are all family members. Almost all of our clients have come to us by referral – in fact we keep the numbers of clients to manageable levels so that we can always give a 5 star service to the only people who pay us – our clients.
Education
Our senior advisers have a Masters in Applied Finance. Probably more important than their superior academic qualifications however – is their years of industry experience.
Business Experience
Apart from the experience gained in the successful running of a 25 year old business – we have leaned much from our own business clients.
Technical Know-how
Our investment philosophy is both tried and proven and we are assisted by the latest technology. However, although ES&A Financial Services is independently owned and operated by the director of ES&A, we are also a part of the much larger IOOF Group. This means we have access to all their research and our clients are protected in the knowledge that we are regularly audited by a higher authority.
Our Commitment
We are committed to providing you with a high level of financial planning and business advice – supported by a personalised service that you will find is second to none.
Professional Affiliations
We are members of the following professional Organisations:
FPA
The Financial Planning Association of Australia Limited (FPA) is recognised internationally as the peak professional organisation representing the financial planning sector in Australia.
AFA
Association of Financial Advisers (AFA) is a professional organisation that for 60 years has focused firmly on the future of financial advising industry practices.
