Who are Essential Financial Services?

We have a very different background and approach to most financial advisers. For a large period of the last 23 years Robert has worked for two major financial services companies in Australia Based on the experience gained in dealing within large organisations and working with many different financial planning business Essential Financial Services has now been established since 2004 as a specialist risk practice. It has access to the complete range of products and services through the license of Charter Financial Planning.

With Robert's financial services industry experience we focus on three specialities, serving clients across Victoria:

• Helping families to protect their income and assets from the uncertainties created by the potential disablement or premature death of the primary income earner.
• Helping business owners to protect their businesses from the risks that they, their business partners or their key employees may become disabled or die.
• Helping older clients to arrange their affairs to ensure the orderly succession of their personal and business assets through careful estate planning and protection.

As a Charter Financial Planning adviser, Robert’s commitment is to understand each clients financial affairs and provide services that protects your wealth.

We believe your financial affairs are stronger as a result of the services provided.

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