EJM Financial Services

Explore our

Full Range of Services

 Retirement Planning
Retirement Planning

We take pride in generating retirement plans that help our clients realise cand achieve their goals.

Mortgage Broking and Lending
Mortgage Broking and Lending

We take pride in working with a select range of premium lenders to help you find a suitable loan to match your financial situation and aspirations.

Personal and Life Insurance
Personal and Life Insurance

Your health and earning capacity are two of your most important assets. Implementing an effective insurance strategy will protect you and your family when the unexpected occurs.

Investments
Investments

From gearing, to shares and property, our Specialist Investment Advisers can help you build your investment portfolio to create and protect your wealth.

Superannuation and SMSF
Superannuation and SMSF

Your superannuation is a vital element of your retirement plan. The earlier you implement a tax-effective superannuation plan, the more options you’ll have.

Aged Care and Centrelink
Aged Care and Centrelink

Choosing the right Aged Care options for yourself or a loved one is a difficult process. Our team can help you navigate the complexities around Centrelink and build a sound financial plan for the future.

Debt Reduction and Cash-flow
Debt Reduction and Cash-flow

If your loans are hard to manage, our dedicated team can help you build a simple budget and plan to give you the confidence you need to reduce your debts in a manageable time frame.

Estate Planning
Estate Planning

Estate planning is essential to protecting and distributing your wealth in the future. No matter how much money you have, an estate plan is an important part of your overall financial strategies.

Service Packages

We have a range of service packages that are designed to meet your needs, no matter where you are on your journey

Lending

Contact our credit adviser who can work with a variety of lenders to find the right loan for you

Contact Us To Request a Meeting.

AT EJM, your initial meeting is complimentary. Our experienced team will take the time to understand your situation and create a tailored plan for financial success.