Dale Barratt

Without doubt, seeking comprehensive financial advice from Dale at EKB Financial Advisers has been the best financial decision I have ever made. Dale was recommended as a highly educated, skilled and experienced financial adviser. He spent many hours with me carefully listening, asking the right questions and fully understanding my needs, life goals and plans. He worked with me through every aspect and how I can achieve these plans relative to my financial position, both in the short and long-term. Specifically, Dale advised me on the most effective strategies to manage a family inheritance, invest long-term in superannuation, develop an investment portfolio outside of super. He also provided considered guidance and advice on all aspects related to my estate planning including enduring powers of attorney, Wills and binding death nominations. I could not recommend Dale more highly. I will recommend him to family, friends and colleagues without hesitation knowing they will receive the very best and carefully considered advice. Dale is a gentleman and a very nice person. Exceptional communication and interpersonal skills. Thank-you Dale. I look forward to a long-term partnership.

Dale is the best financial planner I have worked with to develop a plan, or have discussed an ad hoc complex financial issue with, no contest! I have a Graduate Diploma in Applied Finance and Investment, so I have a fair idea of what is good when I see it. I first met Dale in 2018 when he was with a large super fund advisory, he reviewed our situation and provided several very important insights and suggestions that we moved forward with, and have stood the test of time. He then developed a formal plan for us in 2021 while still at that firm, and then again recently, at his own company. We very much look forward to working with him again in future years. I highly recommend him to you.

I have recently reconnected with Dale Barratt at EKB Financial Advisers after previously having been the beneficiary of his expertise and experience elsewhere. I am grateful for the opportunity to work with Dale again as his previous work with my superannuation and financial planning was exceptional. He is highly personable, knowledgeable and creative and he is dedicated to ensuring solutions and plans match my needs and priorities. Dale is a clear communicator, which is a very important quality to me. He is skilled at explaining complex financial constructs in language that is readily accessible. The EKB Financial Advisers environment is an added bonus from my perspective as it removes some limitations associated with working directly with larger, bureaucracy laden organisations. I have no hesitation in recommending Dale and his EKB FA staff as highly skilled and trustworthy professionals.

We were referred to Dale by a work colleague of my husband. He told us meeting with Dale was one of the smartest things he has done.

So with this in mind we contacted Dale and from our very first meeting he made us feel very comfortable.

His knowledge and professionalism are a credit to him.

He thoroughly explained everything he proposed to us step by step.

We have every faith in his capabilities to ensure our retirement plans will be financially secure.

Thank you Dale for all your hard work and advice and continual support.