EJM Advice

Our Awards

We pride ourselves on our ability to help clients reach their goals with our award-winning financial planning services.

2018
AMP FINANCIAL PLANNING PRACTICE OF THE YEAR WINNER
EJM+National+Finalist
2019
AMP FINANCIAL PLANNING PRACTICE OF THE YEAR FINALIST

AMP Financial Planning Gold Award Winner

2017

2015

2014

2013

2012

2011

2010

Cancer Council Pro Bono Program National Finalist

2017

2016

AMICUS Program

In order to qualify for the AMICUS Program a financial planning practice requires long-term achievement in regards to the quality of their services, their business goals and their ranking against other practices in AMP Financial Planning. EJM Financial Services is proud to have been able to maintain our status as an AMICUS Member for a number of years, including:

2017

AMICUS Member

2016

AMICUS Member

2015

AMICUS Member

2014

AMICUS Member

2013

AMICUS Member

2012

AMICUS Member

2011

AMICUS Top Table Qualifications

2010

AMICUS Top Table Qualifications

Creating Happiness

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.

"I'm incredibly grateful that my version of happiness was fully supported by the team at EJM."

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).

Melissa Gundrill
"I'm incredibly grateful that my version of happiness was fully supported by the team at EJM."

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).

Melissa Gundrill
"I'm incredibly grateful that my version of happiness was fully supported by the team at EJM."

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).

Melissa Gundrill
"I'm incredibly grateful that my version of happiness was fully supported by the team at EJM."

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).

Melissa Gundrill
"I'm incredibly grateful that my version of happiness was fully supported by the team at EJM."

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).

Melissa Gundrill
"Thank you Manny and all the team at EJM. I feel like I’m part of your family"

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.

Trish Zicari
"We look forward to our continuing guidance and have absolute confidence in all the advice."

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.

Charlie & Gina Fenech
"Manny has helped and advised us on many things over the years and his advice has always been right."

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.

Mick & Patsy Andrews
"We would have been lost in planning our retirement on our own."

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.

Geoffrey & Robyn Golightly
"We will be forever grateful for the help and support that is available through EJM."

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.

Paul & Jayne Pozzan

Contact Us To Request a Meeting.

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.