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
Retirement Planning, Self Managed Super strategy and investment advice, Aged Care, Wealth Creation, Taxation Planning in conjunction with your accountant, Estate Planning with you and your solicitor, and Centrelink advice and support.
Investment Services
Managed Funds, Direct Shares & ETFs, Superannuation investment advice.
Why Have Confidence in ES&A?
Experience
We have been in the business of giving financial advice for over 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 all hold University Degrees. 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 Centrepoint Alliance 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:
FAAA
The Financial Advice Association of Australia Limited (FAAA) is recognised internationally as the peak professional organisation representing the financial planning sector in Australia.
