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
Reviews
Reviews are taken from publicly available sources.
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!
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.
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.
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.
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.
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.
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.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | LA-Financial | ★ 5,0 | 41 | No |
| 2 | Koombana Financial | ★ 5,0 | 20 | Yes |
| 3 | Pixel Wealth Management | ★ 5,0 | 15 | No |
| 4 | Essential Financial Advice (this page) | ★ 4,9 | 30 | No |
| 5 | Dixon Financial Group | ★ 4,5 | 2 | No |