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 more than 350 years' combined advice experience, and local teams in Melbourne CBD, Geelong, Albury and Wangaratta. EJM Advice services Melbourne and surrounds. Brendan Cairns started EJM in Wangaratta in 2011.
What customers say
Based on genuine customer reviews
Operating out of Bendigo, Victoria, EJM Advice is a financial consultancy, with 77 reviews on file at a 4.9 average. The Google listing categorises it as a financial consultant. As with other entries in this directory, the figures reflect a snapshot of the practice's public Google listing.
Reviews
Reviews are taken from publicly available sources.
Diana provided clear and professional advice for our investment.We would highly recomend her to anyone requiring financial advice. The service provided by Diana was outstanding and gave us security and peace of mind moving forward in these difficult times.
Daniel clearly explained our options and made decision making very easy for us. A very thorough run down of our financial situation. Simone has also been very helpful to us this year.
Once again was given a thorough run down of my super with all that has gone on, explaining everything throughout my appointment and making it easy to understand, would highly recommend this firm.
We always feel comfortable there and know that they are looking after us in our retirement. We trust them and we know they will do what is best for us now and in the future. We are very fortunate to have EJM Advice and would definitely recommend them.
Our advice started with Diana Roger’s and team about 3 years before we actually retired. They continue to stay in touch and we are grateful for their ongoing advice which makes our retirement so much easier than we thought it would be. Best decision we have made to enable EJM to look after our interests.
Diana Rogers is friendly and professional, provides advice with confidence, and always makes the catch up sessions interesting.
Excellent display on screen , easy to read & understand. any further plans Fit well into superannuations Longevity so all in all a breeze.
Financial advisers & planners in Bendigo 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 Bendigo are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | EJM Advice (this page) | ★ 4,9 | 77 | No |
| 2 | Greybox Wealth | ★ 5,0 | 10 | No |
| 3 | Contrarian Group Financial Planning | ★ 5,0 | 7 | No |
| 4 | Oracle Advisory Group | ★ 4,9 | 14 | No |
| 5 | Beattie Financial Services Pty Ltd | ★ 4,9 | 9 | No |