With over 160 years’ of combined financial planning experience, our dedicated team has the knowledge to help you succeed.
We have a dedicated, experienced team who put our client at the centre of everything we do. We are passionate about delivering personalised, financial solutions that benefit our clients to achieve success.
Founder, Chief Growth Officer & Adviser
Adviser
Here at EJM Financial Services, we pride ourselves on ensuring that you, our client, achieve your life goals. They may be small or big, they may be short term or long term, and our only objective is to Create Happiness for you and your family.
With the exception of reading the odd "Finance for Dummies” book, I had no idea what getting financial advice would be like. I assumed that my consultation with Brendan would involve looking at my asset to liability ratio, and then a whole heap of judgement about my past financial decisions. Boy, was I wrong, (thankfully).
The best part of working with EJM was taking the time to reflect on what REALLY makes me happy. When you take a step back and you look at happiness more holistically (and stop treating your bank balance as the only indicator), it's amazing what you can achieve.
I knew that if I wanted to reach my end goal of being able to take 6-12 months off work to drive around Australia, then I would need to make some changes. Now, two years into my journey, I'm credit card free (for the first time in 15 years) and I have savings starting to grow in preparation for my adventure. The best bit is that I've not had to sacrifice my love of travel in the meantime.
What happiness looks like is different for everyone. I'm incredibly grateful that my version of happiness was fully supported by the team at EJM. They have been wonderful to work with and make me feel confident that my future is bright (and very HAPPY).
With the exception of reading the odd "Finance for Dummies” book, I had no idea what getting financial advice would be like. I assumed that my consultation with Brendan would involve looking at my asset to liability ratio, and then a whole heap of judgement about my past financial decisions. Boy, was I wrong, (thankfully).
The best part of working with EJM was taking the time to reflect on what REALLY makes me happy. When you take a step back and you look at happiness more holistically (and stop treating your bank balance as the only indicator), it's amazing what you can achieve.
I knew that if I wanted to reach my end goal of being able to take 6-12 months off work to drive around Australia, then I would need to make some changes. Now, two years into my journey, I'm credit card free (for the first time in 15 years) and I have savings starting to grow in preparation for my adventure. The best bit is that I've not had to sacrifice my love of travel in the meantime.
What happiness looks like is different for everyone. I'm incredibly grateful that my version of happiness was fully supported by the team at EJM. They have been wonderful to work with and make me feel confident that my future is bright (and very HAPPY).
With the exception of reading the odd "Finance for Dummies” book, I had no idea what getting financial advice would be like. I assumed that my consultation with Brendan would involve looking at my asset to liability ratio, and then a whole heap of judgement about my past financial decisions. Boy, was I wrong, (thankfully).
The best part of working with EJM was taking the time to reflect on what REALLY makes me happy. When you take a step back and you look at happiness more holistically (and stop treating your bank balance as the only indicator), it's amazing what you can achieve.
I knew that if I wanted to reach my end goal of being able to take 6-12 months off work to drive around Australia, then I would need to make some changes. Now, two years into my journey, I'm credit card free (for the first time in 15 years) and I have savings starting to grow in preparation for my adventure. The best bit is that I've not had to sacrifice my love of travel in the meantime.
What happiness looks like is different for everyone. I'm incredibly grateful that my version of happiness was fully supported by the team at EJM. They have been wonderful to work with and make me feel confident that my future is bright (and very HAPPY).
With the exception of reading the odd "Finance for Dummies” book, I had no idea what getting financial advice would be like. I assumed that my consultation with Brendan would involve looking at my asset to liability ratio, and then a whole heap of judgement about my past financial decisions. Boy, was I wrong, (thankfully).
The best part of working with EJM was taking the time to reflect on what REALLY makes me happy. When you take a step back and you look at happiness more holistically (and stop treating your bank balance as the only indicator), it's amazing what you can achieve.
I knew that if I wanted to reach my end goal of being able to take 6-12 months off work to drive around Australia, then I would need to make some changes. Now, two years into my journey, I'm credit card free (for the first time in 15 years) and I have savings starting to grow in preparation for my adventure. The best bit is that I've not had to sacrifice my love of travel in the meantime.
What happiness looks like is different for everyone. I'm incredibly grateful that my version of happiness was fully supported by the team at EJM. They have been wonderful to work with and make me feel confident that my future is bright (and very HAPPY).
With the exception of reading the odd "Finance for Dummies” book, I had no idea what getting financial advice would be like. I assumed that my consultation with Brendan would involve looking at my asset to liability ratio, and then a whole heap of judgement about my past financial decisions. Boy, was I wrong, (thankfully).
The best part of working with EJM was taking the time to reflect on what REALLY makes me happy. When you take a step back and you look at happiness more holistically (and stop treating your bank balance as the only indicator), it's amazing what you can achieve.
I knew that if I wanted to reach my end goal of being able to take 6-12 months off work to drive around Australia, then I would need to make some changes. Now, two years into my journey, I'm credit card free (for the first time in 15 years) and I have savings starting to grow in preparation for my adventure. The best bit is that I've not had to sacrifice my love of travel in the meantime.
What happiness looks like is different for everyone. I'm incredibly grateful that my version of happiness was fully supported by the team at EJM. They have been wonderful to work with and make me feel confident that my future is bright (and very HAPPY).
Me and my husband, Walter, were introduced to Manny in 2015 by our previous financial adviser who was retiring and recommended Manny and the EJM team. How lucky were we, and especially myself, as my darling husband passed away in 2017. I worked as a radiographer until my retirement three years ago.
Manny’s advice and guidance have been outstanding. I refer to it as the “Exceptional Journey to Managing” (EJM) our financial destiny.
In short, I have a comfortable and tranquil life. I’ve got a big smile on my face. Thank you Manny and all the team at EJM. I feel like I’m part of your family more than a customer.
I am writing this as a happy retiree. I have known Manny for many years now and all of his advice, care, and planning has helped me achieve a personal goal of retiring with the knowledge that I can continue a lifestyle where I can still enjoy doing things and going
places with my wife Gina, and still live happily and comfortably week to week.
I have only been in retirement now for six months but I can honestly say I feel very comfortable. Knowing that you have the financial backing to help you continue until well into your nineties is most important.
Manny’s personal care and guidance in our financial matters have been an absolute winner. The continual home visits and catch-ups with our finances and just letting us know where we are at with our superannuation funds is most gratifying.
Manny has helped us with forward planning. We look forward to our continuing guidance and have absolute confidence in all the advice given by Manny and his courteous staff at EJM.
We met Manny in the late 80s. He used to come to our house back then, and it was like having a friend drop in. He was so easy to talk to and we could follow his instructions easily.
He filled us in on what Mick was to do to have a comfortable retirement. It is such a relief to know that we will be able to spend our retirement years doing what we love, travelling around Australia in our caravan enjoying our beautiful country.
Manny has helped and advised us on many things over the years and his advice has always been right. We thank him for that.
We look forward to continuing our friendship with the team at EJM for many years to come.
Several years, ago we were referred to EJM by my daughter who was very happy with the advice they had provided her and her partner. We met with Manny and he explained the advice process and we were immediately relieved as it seemed simple enough.
Over the years Manny and the EJM team have helped us plan for our retirement and several years ago, we retired successfully and we have a secure income and peace of mind knowing that the team at EJM keep an eye on things and are always there for us to answer questions and help.
We would have been lost in planning our retirement on our own and this played heavy on our mind. With the EJM team, this stress has been removed and we are thoroughly enjoying our retirement. We look forward to working with Manny and his team over the coming years as his entire team is friendly and courteous.
We first met Brendan through recommendation from my best friend Hanna. When we met with Brendan, we were not in a very good spot financially. We had just become close to losing our first home and two cars that we had together. Paul losing his job and having a 6-month old baby girl - it was a very stressful time.
After working through our financials with Brendan, we were on the road to recovery. Now 6 years later, we are in such an amazing spot financially. It is wonderful. If we hadn’t met Brendan, I honestly don’t know where we would be.
We will be forever grateful for the help and support that is available through EJM. Now we are excited to see the next chapter in our life begin.
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.
EJM Financial Services Pty Ltd (ABN 63 006 492 182), is an Authorised Representative and credit representative of AMP Financial Planning Pty Limited, Australian Financial Services Licensee 232706 and Australian Credit Licence 232706. Entireti Privacy Policy.
Please read our Terms and conditions.
General Advice Warning:
Any advice contained in this website is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regard to those matters.
For further details including financial services we can offer you and how we are remunerated, please read the FSCG.
EJM Financial Services Pty Ltd (ABN 63 006 492 182), is an Authorised Representative and credit representative of AMP Financial Planning Pty Limited, Australian Financial Services Licensee 232706 and Australian Credit Licence 232706. AMPFP Privacy Policy.
Please read our Terms and conditions.
General Advice Warning:
Any advice contained in this website is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regard to those matters.
For further details including financial services we can offer you and how we are remunerated, please read the FSCG .
Experience
I can provide advice in the following areas
Qualifications
More about Brendan
Experience
I love being able to develop great relationships with clients and provide peace of mind to people from all stages of life. I enjoy being able to provide quality advice to clients and see them flourish along the advice journey. I want to be able to create happiness for clients and empowered them to make well informed decisions. I love the intricacies of investments and strategic advice.
Jac uses his knowledge on investment, taxation, wealth management, insurance, superannuation, and Centrelink. Jac believes in financial education/empowerment and loves to work with people of all ages. Jac understands that people have different and ever-changing circumstances, thus he believes in an adaptable and flexible financial service.
Areas I can give advise on
Experience
I can provide advice on the following areas
In my spare time I enjoy spending time with my family and friends, travelling, horse riding and curling up with a good book.
Experience
As a Certified Financial Planner with over 20 years Financial Services experience, I have spent the last 15 years in private practice successfully advising individuals, families and businesses in all areas of financial advice. With a broad range of investment and business involvement across various sectors, I enjoy applying solutions drawn from practical experience.
I can provide a range of services to meet your needs including:
Qualifications:
More about Callum:
Outside of the office, sport has always played a major part of my life, and I continue to be involved
through playing, coaching my 4 children, and a number of positions on sporting committees.
Experience
I have been working in the financial planning profession for 7 years. I enjoy working with my clients to improve their financial situation, achieve their goals and get them inspired about their financial future. Every client has a different story and I enjoy the process of tailoring financial strategies that meet their goals.
I can provide a range of services to meet your needs including:
About
About
We are all about creating happiness for each of our clients, but here’s a couple things about myself so you can get to know me:
About
We are all about creating happiness for each of our clients, but here’s a couple things about myself so you can get to know me:
About
About