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Get All Your Superannuation Problems Sorted

Book Your Worry-Free Retirement Analysis

Whether you’re dreaming of an early retirement, want to discuss strategies for maximising your Super, or just want to make sure your Super is on the right track, that’s what our “Worry-Free Retirement Analysis” is for. We can address all your needs and answer any questions you may have.

  • Identify any serious problems with your current Super setup

  • Find out if your current Super fund is underperforming

  • Get clarity on how much you need to retire comfortably

  • Discover if you’re on track for your retirement goals

  • Receive a take-home “Worry-Free Retirement Financial Plan

OFFICE

Suite G02 Kay House 35-39 Scarborough Street
Southport QLD 4215

The 5-star Google rated financial planners

Mick Carew
Mick Carew
2023-10-12
11 out of 10
Yvette Reiser
Yvette Reiser
2023-09-23
Cameron and his team go above and beyond to advise you on the best financial path to help you reach your goals.
Steve Savage
Steve Savage
2023-09-21
When we turned to a financial advisor for assistance with superannuation we were impressed and delighted to have Cameron at Essential Planner make the choices we couldn't. Confidence is key and we have been very happy with his guidance to date.
Natalie Hue'ge de Serville
Natalie Hue'ge de Serville
2023-08-19
Having Cameron as a financial planner has been a blessing, he has gone above and beyond to help my husband and I with our financial future. He answers questions after hours, which is a breath of fresh air when you really need answers quickly. If you are looking for a company to assist with your financial choices, THIS is the company.....you will not be disappointed. Don't wait, get in touch with Cameron now. Make your dreams for the future a reality.
Carl Searle
Carl Searle
2023-08-09
Courteous, easy to understand and Cameron did exactly what he said he would. Pleasure to work with.
Julia Zielke
Julia Zielke
2023-08-08
Cameron, Michelle and the team have been fantastic. I found changing super funds and moving to a financial advisor such a big decision. Cameron was so patient with me and answered ever single little question that I had. Cameron really knows his stuff is 100% dedicated to getting results for clients. Highly recommend.
Ian
Ian
2023-08-04
Cameron Kelly has de-mystified the navigation moving from a locked down deferred superannuation fund to another fund with an allocated pension. He has provided high quality advice and expertise in allowing me to make confident and informed decisions about my financial future. Having an actively managed super fund allows me to take immediate advantage of market changes. Essential Planner staff are brilliant and very helpful with superb customer service with all enquiries, ensuring immediate follow up and resolution of issues that may arise. The package provided by Cameron through consultation meets our current and future financial needs. I strongly recommend that others consider Cameron Kelly and Essential Planner to manage their superannuation financial situation.
Megan Cleary
Megan Cleary
2023-07-17
I’m happy to give a 5 star review for the service I’ve received from Essential Planner. Cameron and his team have been very easy to work with. Cameron was able to explain Super in a way that made sense and all my questions were answered very promptly. Each step of the journey has been well managed. I’m loving my new portfolio and financial advice package. I feel organised and in control of my future. I’d highly recommend Cameron and his team to help you get retirement ready.
Jason Payne
Jason Payne
2023-07-13
I have found Cameron & the team very supportive when going through the process of getting to know me, and their help in setting up for my future. I look forward to achieving these goals with your expertise to guide me along the way. Thank you.