About the company
EJM Advice is a financial advice firm providing services that include financial planning and wealth creation, superannuation and SMSFs, retirement planning and income strategies, personal insurances, aged care advice and funding decisions, and cash flow and budgeting. The firm has a local, experienced team with over 350 years' combined advice experience.
EJM Advice services locations in Melbourne and surrounds, with a local team in Melbourne CBD, Geelong, Albury and Wangaratta. Brendan Cairns started EJM in Wangaratta in 2011.
What customers say
Based on genuine customer reviews
EJM Advice runs a financial planning practice out of Geelong, Victoria, with a Google rating of 4.9 across 138 reviews. It is listed in the directory under the financial planning practice category. The rating and review count are drawn directly from the practice's public Google Business listing.
Reviews
Reviews are taken from publicly available sources.
We have been using them for around 20 years for our life insurance to our super all thought to our retirement needs and even helped us with our Pension with center link leaving us stress free recommend them to everyone
I was pleased to catch up with Elli today. As usual she was well prepared for the meeting - worked through her Progress Check Report, answering my queries. Asked if I had any further questions, comments. Elli will forward me a proposal to consider ongoing. Her assistance with my application for the pension is much appreciated Gerard Garner
Callum and Ellie were fantastic working with us and tailoring our roadmap to happiness. Callum answered all our concerns and we confidently signed with them. We look forward to a long relationship.
Elli is a valued part of the EJM team who is managing our finances and now working with us and for us, after many successful years with our previous manager. A highly recommended company.
Always most welcoming. Have uppermost confidence in Elli - knowledge, communications and integrity. As a client with a smaller account, I feel that I remain a valued customer of the company. The lack of dependence on “jargon” or assumption that we understand the markets - is much appreciated. We leave without a sense of confusion; and value the communication skills of Elli.
Very friendly and knowledgeable commitment from our advisor Elli. Explained our situation simply. Found it easy to ask questions. Very positive experience. It is a pleasure to deal with someone who listens and answers in a way we can understand. Elli is wonderful.
We have know Callum for approx 20 years setting up and looking after our investments. Always good returns he is, available when required, knowledgeable an above all very trustworthy. I can Highly recommend EJM advice.
Financial advisers & planners in Geelong compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Geelong are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Burke Britton Financial Partners | ★ 5,0 | 146 | No |
| 2 | Index Wealth - Geelong | ★ 5,0 | 71 | No |
| 3 | Community Chapman Welsh | ★ 5,0 | 47 | No |
| 4 | Muirfield Financial Services Geelong | ★ 5,0 | 41 | No |
| 5 | GL Financial Planning | ★ 5,0 | 14 | No |
| 10 | EJM Advice (this page) | ★ 4,9 | 138 | No |