Financial advice

Is your money invested in the best option for you?
How much money will you need in retirement? Are you on track?
How would you cope if you became too sick to work?
Are you eligible for the Government's co-contribution and spouse contribution rebate?
What social security benefits are you entitled to in retirement?

ESI Financial Services (ESIFS) can help you with the answers and the right advice to these and any other questions you may have about your financial future.

Getting the right financial advice is important and choosing the right adviser can make a big difference to the quality of advice you get. ESIFS has a team of industry qualified, in-house financial advisers who you can trust to provide you with financial advice that is focused on you and your best interests.

This is how it works

• About you - Provide ESIFS with the relevant facts about your situation by completing a questionnaire. Click on this link to download a Questionnaire.
• Initial meeting - Meet with your dedicated financial adviser. Your initial appointment is free - no charge, no obligations. Click on the link to meet the Advisers.
• Obtain a quote - ESIFS charges on a fee for advice basis. This means you only pay for the work that is done and you know in advance what it will cost. Click on the link to see indicative Fees.
• Decide if you want to go ahead - If you do, your ESIFS adviser will develop your financial plan. Click on the link to get a better understanding of the Advice process.

Click on the link to read the ESI Financial Service Guide.