OCEANIABIZ.COM

Essential Financial Advice

Address 52 Forrest Ave, South Bunbury WA, Australia
Phone +61 8 9721 9493
Hours
Monday08:30-17:00
Tuesday08:30-17:00
Wednesday08:30-17:00
Thursday08:30-17:00
Friday08:30-17:00
Website www.efa-financial.com.au
Categories Financial Planner
Rating 4.9 29 reviews
Similar companies nearby
RSM — 6/1 Bonnefoi Blvd, Bunbury WA
Burvill Financial — Unit 1B/135 Victoria St, Bunbury WA

Essential Financial Advice reviews

29
Sort by: date highest rated lowest rated most helpful
Narelle
04 October 2018 20:39

Thank you Shonel and Essential Finance for organising my husband and myself multiple superannuation policies. A great job and we didn't have to worry about it.

Maxine
02 October 2018 16:31

Thankyou Shonel and staff for your valued advice and always having our best interests at heart. We are grateful for all the guidance you have given us which is leading us into the future of a contented retirement.

steven
01 October 2018 9:31

My wife and I have been under Shonel's advisement for 4 years now and have always been impressed with her professionalism and financial knowledge. We are well on our way to a solid financially comfortable retirement all due to her guidance and support. Shonel's biggest attribute is that we are relaxed and contented going forward knowing she has structured our financial future to work with us and for us. Would recommend Shonel to anyone who would like financial peace of mind. Should have started with her much earlier in our lives.

Chris
28 September 2018 4:05

My wife and I would highly recommend Shonel and her team. Very clear and concise advice, no questions left unanswered. We actioned on the advice and the recommendations and feel positive and comfortable with our financial stability for our future. Thank you Greatly Appreciated.

Ian
25 September 2018 6:47

Very satisfied with EFA and Shonel. Nice to have good personalized advice from Shonel and her team. They are always looking for innovative and effective ways to manage my affairs.

Raymond
24 September 2018 4:29

Shonel was brilliant. She saved us from entering a deal that would of severly hurt us financially. Would recommend Essential Financial Advice to everyone.

M C
21 September 2018 0:59

Friend recommended Shonel and I was very pleasantly surprised at the professional and genuine concern for my situation. I have been pleased with the options and guidance given. I never feel pressured and the explanations given assists me in my decision. Thank you for your help and guidance.

Anita
17 September 2018 19:37

Shonel and her team go above and beyond to help their clients, Jade made an afternoon trip to Perth as I couldn't do review in Bunbury this year and straight to the point advice and recommendations. Thank you

Tracie
17 September 2018 18:34

I cannot recommend Shonel and her staff enough. I want to thank Shonel for all her work and financial advice. I would recommend Essential Financial Service

Add review