c2advice - Sans Souci (NSW)

Erin Commerford We’ve had an incredible experience with EK Financial Group. They’ve helped my husband and me put together a solid financial plan for our future—covering everything from financial advice and mortgage broking to setting up bonds for our kids, buying shares, and making sure our super is working its hardest. It really is a one-stop shop! A huge thank you to Aaron, Bianca, and Summer—each of them has been so knowledgeable, professional, and supportive throughout the entire process. No matter how big or small our questions have been, they’ve always been there with helpful advice and clear guidance. We’ve already recommended EK to two friends and wouldn’t hesitate to recommend them again. Thank you to the whole team at EK—we’re so glad we found you!

Jeff Gordon I have known Andrew Havers from Monumental Private Wealth for many years and he has been my Financial Planner helping me plan my future taking into account my salary, assets, life plan, tax situation, retirement info etc. About a year ago he saved me $14,000 in tax by clever advice utilizing money paid into super. His experience and knowledge are first class and he is right up to date with what is happening in Australia and overseas with share markets, trends and being aware of lots of information that enables him to give great advice to his clients like me. My superannuation has grown rapidly assisted by Andrew’s clever investing and planning for my future. Highly recommend Andrew whether you are an employee or business owner!

Jason Moore I worked with Jason at Loan Market Capital after trying three other brokers, both bank and non-bank, who could not resolve my situation due to its complexity. From the outset, Jason communicated clearly and gave me confidence that he would achieve the result I needed. He followed through on that commitment and delivered. Jason’s strong professional network was a clear advantage, and he knew how to leverage those relationships to get the job done. The outcome exceeded my expectations. I would recommend him without hesitation to anyone looking for a broker who is capable, connected, and results-driven.