EK Financial Group focuses on achieving and maintaining a lifestyle you desire and we look at what’s important to you right now and every step of the way. Our initial and ongoing advice and service packages listed below are designed to assist you in setting up, monitoring and reviewing your financial strategy and to help you maintain your ideal lifestyle.
Initial Advice Packages
Wealth & Lifestyle Protection
The base essential need to help protect yourself, your lifestyle, your family, or business.
Essential
To help individuals create a foundation to protect & build wealth.
Essential Plus
Targeted at couples to help protect your family & each other while creating a foundation to help build wealth.
Everyday Wealth Builder
Targeted at individuals or couples wishing to accelerate your road to increase wealth while controlling your financial affairs.
Ongoing Advice Packages
Basic Membership
Entry level relationship for basic assistance with a review offer every 3 years.
Essential
For individuals or couples wishing to monitor and grow wealth with a review offer every 2 years.
Priority
For individuals or couples wishing to maximise financial opportunities with a review offer every 12 months.
Premium
Our most comprehensive ongoing support package with a review offer every 6 months.