Established in 2004 by Principal and Senior Financial Adviser Paul Forbes, Essential Financial Planning focuses on building long-term client relationships. The firm provides comprehensive financial planning and strategic advice covering areas such as superannuation, retirement planning, investments, wealth creation, and personal insurance. They operate as a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd, aiming to deliver personalized and effective financial solutions to meet individual client goals.

Founded in

Australia