Essential Planner Pty Limited
35-39 Scarborough Street, Southport QLD 4215
Hours open
Monday:
10:00 AM - 6:00 PM
Tuesday:
10:00 AM - 6:00 PM
Wednesday:
10:00 AM - 6:00 PM
Thursday:
10:00 AM - 6:00 PM
Friday:
10:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
35-39 Scarborough Street, Southport QLD 4215, Australia
About the Business
Welcome to Essential Planner Pty Limited, located in the vibrant city of Southport, Australia. Our institution is dedicated to providing exceptional financial services tailored to meet your individual needs and circumstances.
At Essential Planner, we understand that everyone's financial situation is unique, and that's why we offer personal, tailored financial advice to help you navigate through the complexities of managing your finances. Our team of experienced professionals is committed to providing you with the guidance and expertise you need to make informed decisions that will secure your financial future.
As a trusted establishment in the finance industry, we take pride in offering a wide range of services to cater to all your financial needs. Whether you require assistance with retirement planning, investment strategies, wealth management, or estate planning, our knowledgeable advisors are here to guide you every step of the way.
In order to continuously improve our services, we utilize cookies that collect information in an aggregate form. This helps us gain valuable insights into how our websites are being used and allows us to assess the effectiveness of our marketing campaigns. Rest assured, your privacy and security are of utmost importance to us, and any information collected is used strictly for analytical purposes.
Located on Scarborough Street, our institution is conveniently situated in the heart of Southport, providing easy access for our valued clients. We invite you to visit our office and experience our warm and professional environment firsthand.
Take the first step towards achieving your financial goals by entrusting your financial journey to Essential Planner Pty Limited. Contact us today to schedule a consultation and let us help you pave the way towards a secure and prosperous future.
Reviews
"Having Cameron as a financial planner has been a blessing, he has gone above and beyond to help my husband and I with our financial future. He answers questions after hours, which is a breath of fresh air when you really need answers quickly. If you are looking for a company to assist with your financial choices, THIS is the company.....you will not be disappointed. Don't wait, get in touch with Cameron now. Make your dreams for the future a reality."
"Cameron, Michelle and the team have been fantastic. I found changing super funds and moving to a financial advisor such a big decision. Cameron was so patient with me and answered ever single little question that I had. Cameron really knows his stuff is 100% dedicated to getting results for clients. Highly recommend."
"Cameron Kelly has de-mystified the navigation moving from a locked down deferred superannuation fund to another fund with an allocated pension. He has provided high quality advice and expertise in allowing me to make confident and informed decisions about my financial future. Having an actively managed super fund allows me to take immediate advantage of market changes. Essential Planner staff are brilliant and very helpful with superb customer service with all enquiries, ensuring immediate follow up and resolution of issues that may arise. The package provided by Cameron through consultation meets our current and future financial needs. I strongly recommend that others consider Cameron Kelly and Essential Planner to manage their superannuation financial situation."
"I’m happy to give a 5 star review for the service I’ve received from Essential Planner. Cameron and his team have been very easy to work with. Cameron was able to explain Super in a way that made sense and all my questions were answered very promptly. Each step of the journey has been well managed. I’m loving my new portfolio and financial advice package. I feel organised and in control of my future. I’d highly recommend Cameron and his team to help you get retirement ready."
"I have found Cameron & the team very supportive when going through the process of getting to know me, and their help in setting up for my future. I look forward to achieving these goals with your expertise to guide me along the way. Thank you."
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