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Essential Financial Advice

4.9(30 reviews)See reviews ↓·Bunbury

About the company

Essential Financial Advice was created in 2011 and is a professional financial planning business based in Bunbury, Western Australia. The Director is Shonel Vuletich. The business services the South West, Mandurah and Perth. It is a fee for service business. Essential Financial Advice offers services including budgeting and cash flow, children's education funding, debt management, investment advice, retirement planning, and superannuation.

What customers say

Based on genuine customer reviews

Essential Financial Advice, working out of Bunbury, has built a client following that stretches back more than a decade for some households. The recurring theme in feedback is the clarity advisers bring to complex financial matters. Shonel is named time and again for her professionalism and depth of knowledge, with several customers describing how she takes the time to understand a family's circumstances and goals before structuring a plan to meet them. Reviewers often mention that information is presented in a way that makes informed decisions possible, particularly around retirement planning, income protection and insurance transitions.

Enzo Fantasia is singled out for guiding a policy change from start to finish, keeping paperwork in order and following up until the transition was complete. Darcy Johnstone earns praise for helping clients reach long-held goals with minimal fuss, translating intricate details into plain language and even assisting with Centrelink pension arrangements. Long-standing clients note their financial position has improved markedly since engaging the firm, attributing progress to regular reviews and consistent advice. The friendliness and accommodating nature of staff at the practice come up often, with clients expressing confidence that their financial future is structured to work for them.

Reviews

Reviews are taken from publicly available sources.

TM
Tayen Manuel-Newton7 December 2023

My partner and I have had a super positive experience with Darcy Johnstone. As a young couple with our first child and building our first home, he has provided us with a more than comprehensive overview of life insurance to protect our family should anything happen to us. This sort of service can be easily overlooked by people in our age group (20s) and can be quite daunting to explore and understand. Darcy made sure to explain everything in depth and terms that are easier to digest for people who have never dealt with this type of thing. We will be returning to Essential Financial for years to come. Thank you Darcy!

AJ
Aileen Johnston6 February 2023

We made an appointment with Essential Finance as part of our planning towards retirement. Darcy Johnstone not only demystified the whole retirement super planning process for us but he saved us some dosh by restructuring some of insurances. For the first time I feel like I have a sensible plan in place that will carry us through retirement from someone we can trust. Thanks Darcy.

PH
paul haigh26 May 2022

We would like to thank Darcy Johnstone and the team at Essential Financial Advise for all their help in achieving our dream. Darcy new how green we were and translated everything so we understood. He went over and above this duties, by setting us up on Centre Link for our Pension, even going into seeing them. We could not have achieved this without his help. We would highly recommend Darcy and the team., as we are now LIVING THE DREAM. Thanks again you were amazing.

RF
Rodney Fox15 May 2022

Darcy Johnstone and the team at Essential Financial Advise have been fantastic. Darcy went through a very detailed plan to help us understand where we are financially and how we can achieve our goals. He provided a very clear understanding about what we should (and shouldn't) do to ensure we are financially secure in the future. Thanks to Darcy and the team for your time, knowledge, professionalism and effort in helping us plan for the future.

DT
Debra Tibbett13 May 2022

Darcy Johnstone has helped us reach our financial goals with a minimum of fuss. We struggle to understand this complex ever changing area. We’re so fortunate that “Darcy’s got it”. We just follow the advice, review regularly, and just like that our financial position has significantly improved to the extent that original goals were met. We love Darcy’s flexibility, professionalism, knowledge, and ability to translate complex information into straightforward advice. It’s been the perfect balance between a friendly personalised approach and excellent financial results! Thanks Darcy. See you at our next review.

SC
Steven Crenfeldt26 March 2019

I cannot thank Shonel enough for the incredible professionalism displayed when meeting with myself and my partner. I know this is something that Shonel prides herself on, but seeing it in action first hand was something that brought me great joy, relief and confirmation that I am glad to be using Shonel and Essential Financial Advice to assist with my and hopefully our financial future.

PM
Peter Monaro30 October 2018

Peter and I were very concerned about our retirement plan. But when we met Shonel she was so understanding and explained things so clearly our fears disappeared. We have now been with Shonel about 4years and could highly recommend her and her staff.

Financial advisers & planners in Bunbury compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Bunbury are compared.

RankProviderRatingReviewsOpen Sat.
1LA-Financial★ 5,041No
2Koombana Financial★ 5,020Yes
3Pixel Wealth Management★ 5,015No
4Essential Financial Advice (this page)★ 4,930No
5Dixon Financial Group★ 4,52No
Contact
+61897219493www.efa-financial.com.au52 Forrest Ave, South Bunbury WA 6230
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–17:00
Friday08:30–17:00
SaturdayClosed
SundayClosed