Where are you at today

What’s important to you

Your Path to Financial Freedom

We help you become debt free!

ABOUT US

Congratulations on taking the first step in creating your own road to wealth.

EK Financial Group has been family owned and operated since 1987 when its founder, Edward Kane dedicated his life to building a financial planning firm from the ground up so he could help make a difference in peoples lives.

When Eddie’s son Aaron turned 21, he started working for the family business as he also had a passion for finance and money, but importantly he wanted to help their clients grow wealth and live a lifestyle they dreamed of. Twelve years on and now Aaron is running the business while Edward eases into retirement with his wife Maria.

Aaron is now looking forward to growing the family business and continuing to deliver personalised service to all of their clients like his dad had done for so many years before him.

“We value family, we value small business and we just love what we do”

Our Promise to You

“At EK Financial Group we develop strategies tailored to meet individual needs of our clients and ensure a comfortable and safe ride to and beyond retirement.

We achieve this through coaching and education together with personalised service and an ongoing relationship built on respect and trust.”

OUR SERVICES

 

 

    • Cash Flow and Budgeting
    • Taking Control of Your Debt
    • Building Wealth or Investing
    • Growing Your Retirement Nest Egg
    • Estate Planning Considerations

    Financial Advice

    • Self-Managed Super Funds
    • Consolidating Super Funds
    • Super Contribution Strategies
    • Maximise Your Super Balance
    • Structure Insurance in Super

    Superannuation

    • First Home Buyers
    • Debt Consolidation
    • Construction Loans
    • Investment Property Loans
    • Self-Managed Super Fund Loans

    Mortgage Broking

    • Life and Disability Cover
    • Trauma Cover
    • Income Protection
    • Buy / Sell Insurance
    • Key Person Insurance

    Insurance

    • Gearing Advice
    • Debt Recycling
    • Planning Your Kids Future
    • Growing and Building Wealth
    • Building an Investment Portfolio

    Investments

    • Transition to Retirement (TTR)
    • Maximise Super Minimise Tax
    • Make Your Money Outlive You
    • Tax Effective Income Streams
    • Age Pension / Centrelink Advice

    Retirement Planning

 

 

 

 

 

 

Six Step Advice Process

Advice Packages

Our advice packages are designed for you

They focus on achieving and maintaining a lifestyle and we look at what’s important to you right now and your entire financial position.

Designed to provide the essentials needed to help protect yourself, your lifestyle, your family, or business

Designed to help individuals create a foundation to protect & build wealth
Designed for couples to help protect your family & each other while creating a foundation to help build wealth
Designed for couples wishing to accelerate your road to increase wealth while controlling your financial affairs

ADVICE AREAS

A tiered service offering

The initial advice we provide is just the beginning of our ongoing relationship; to keep your goals on track we have ongoing service specifically designed for you. Based on your goals and the advice provided we will recommend an appropriate level of ongoing service.

A relationship for basic assistance with a financial review offer every 3 years
For individuals or couples wishing to monitor and grow wealth with a review offer every 2 years
For individuals or couples wishing to maximise financial opportunities with a review offer every 12 months
A comprehensive ongoing support package with a review offer every 6 months

 

 

 

THE TEAM

WHAT OUR CLIENTS SAY

  • Our yearly assessments keep us focused on our long term goals whilst our short term goals are reassessed and fine tuned. I am pleased to say that we can breath again…thanks to Aaron. – Julie & Peter Zouzounis

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  • We walked out of Aaron’s office feeling confident in our future. We had consolidated our financial goals and we were now saving money. – Hanna Andrews

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  • Aaron has been a great help in getting our finances in order and helping us plan for the future with our children. – Justin Tate

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  • We have been very impressed with the service provided by Aaron Kane and the team at EK Financial Group to date. Aaron’s understanding of our objectives and quick response to queries has been excellent – Michelle & Clayton Spencer

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  • I have been extremely happy with Aaron’s professionalism and communication and have recommended EK Financial to several friends and family. – Matthew Randell

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  • Highly recommend! Have helped us reduce our interest rates, buy our dream home & have an investment property. Very impressed with the service we receive. – Melanie Foster

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  • Best in the business! – Robbie Miller

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EK Financial App

Updates and news delivered directly to your pocket by us, EK Financial Group. News articles, analysis and commentary covering a range of interests including financial, business, lifestyle, travel, health, entertainment and technology.

Download the ‘EK Financial’ app right here using your mobile device:

Stay up to date

 

 

 

 

 

 

Contact

 

 

Shop G05, 1090 Wellington Rd, Rowville Vic 3178

Email: enquiry@ekfinancialgroup.com.au

Tel: 03 9020 1888 | Fax: 03 9764 5914

Hours of operation:
Mon- Fri: 9.00am to 5.00pm | Sat – Sun: Closed

Free on-street parking

EK Financial Office Contact Us

Ready to get Started?