Essential Planner Pty Limited is a leading financial planning firm in Australia, dedicated to helping individuals and businesses achieve their financial goals through comprehensive advice on superannuation, pensions, investments, insurance, wealth creation, business structures, and tax strategies. With a focus on addressing the Superannuation crisis and ensuring clients have the knowledge and tools to secure their financial future, Essential Planner offers tailored Retirement Plans based on personal goals and provides guidance on a wide range of financial matters, including property investment, tax minimisation, and asset protection.
Founded by Cameron Kelly, a highly experienced and fully licensed financial planner, Essential Planner prides itself on offering holistic financial advice that goes beyond traditional accounting services. With a team of qualified advisors holding expertise in various financial domains such as accounting, tax, investments, and retirement planning, the firm provides clients with a comprehensive view of their financial landscape and helps them navigate complex financial decisions with confidence. Essential Planner is committed to building lasting partnerships with clients based on trust, transparency, and effective communication.
As a one-stop shop for all financial planning and business advice needs, Essential Planner offers a wide range of services, including wealth building, asset protection, estate planning, and more. With a philosophy centered on strategic thinking and responsible financial management, the firm aims to empower clients to make informed decisions about their financial future and achieve their unique financial goals. By combining insights from various specialties and providing tailored financial strategies, Essential Planner is dedicated to helping individuals and businesses alike secure a stable and prosperous financial future.