Dale Barratt

"Dale was instrumental in helping us navigate the aged care system. He explained complex aged care jargon in plain terms and gave us clear, justified options to choose from. He listed the pros and cons of each path and helped us select a plan that balanced our care goals with our budget. Dale was responsive, patient, and proactive. We felt supported every step of the way and appreciated his personalised, compassionate approach. Highly recommended for anyone navigating aged care finances."

"Last year I took the big decision to retire. My husband and I engaged Dale to help us through the transition. We couldn't rate Dale more highly. He took the time to understand our retirement goals, he explained general principles and then wrote us a tailored plan. Dale is very responsive and is very good at explaining complex financial matters. He is very knowledgeable and has helped us to plan a financially secure retirement."

"Without doubt, seeking comprehensive financial advice from Dale at EKB Financial Advisers has been the best financial decision I have ever made. Dale was recommended as a highly educated, skilled and experienced financial adviser. He spent many hours with me carefully listening, asking the right questions and fully understanding my needs, life goals and plans. He worked with me through every aspect and how I can achieve these plans relative to my financial position, both in the short and long-term. Specifically, Dale advised me on the most effective strategies to manage a family inheritance, invest long-term in superannuation, develop an investment portfolio outside of super. He also provided considered guidance and advice on all aspects related to my estate planning including enduring powers of attorney, Wills and binding death nominations. I could not recommend Dale more highly. I will recommend him to family, friends and colleagues without hesitation knowing they will receive the very best and carefully considered advice. Dale is a gentleman and a very nice person. Exceptional communication and interpersonal skills. Thank-you Dale. I look forward to a long-term partnership."

"Dale is the best financial planner I have worked with to develop a plan, or have discussed an ad hoc complex financial issue with, no contest! I have a Graduate Diploma in Applied Finance and Investment, so I have a fair idea of what is good when I see it. I first met Dale in 2018 when he was with a large super fund advisory, he reviewed our situation and provided several very important insights and suggestions that we moved forward with, and have stood the test of time. He then developed a formal plan for us in 2021 while still at that firm, and then again recently, at his own company. We very much look forward to working with him again in future years. I highly recommend him to you."

"I have recently reconnected with Dale Barratt at EKB Financial Advisers after previously having been the beneficiary of his expertise and experience elsewhere. I am grateful for the opportunity to work with Dale again as his previous work with my superannuation and financial planning was exceptional. He is highly personable, knowledgeable and creative and he is dedicated to ensuring solutions and plans match my needs and priorities. Dale is a clear communicator, which is a very important quality to me. He is skilled at explaining complex financial constructs in language that is readily accessible. The EKB Financial Advisers environment is an added bonus from my perspective as it removes some limitations associated with working directly with larger, bureaucracy laden organisations. I have no hesitation in recommending Dale and his EKB FA staff as highly skilled and trustworthy professionals."

"We were referred to Dale by a work colleague of my husband. He told us meeting with Dale was one of the smartest things he has done.

So with this in mind we contacted Dale and from our very first meeting he made us feel very comfortable.

His knowledge and professionalism are a credit to him.

He thoroughly explained everything he proposed to us step by step.

We have every faith in his capabilities to ensure our retirement plans will be financially secure.

Thank you Dale for all your hard work and advice and continual support."

"My wife and I have been considering the prospect of retirement in the next couple of years, wondering if and how we could achieve this and have a reasonable lifestyle.

We decided to reach out to Dale to assist us and provide us with a financial plan for our retirement.

Dale was great, he took the time to actively listen and understand our financial requirements and retirement priorities and took us on the journey in simple, easy to understand language that made us feel at ease and excited.

At our subsequent meeting, Dale presented us with the documented plan that was carefully explained to us to ensure we understood all recommended options. We had the opportunity to ask questions which provided further reassurances that we were on the right track.

Throughout the process Dale was available by phone and email to clarify our ad hoc queries.

Our engagement with Dale has left my wife and I comfortable about our financial future and prepared for retirement. We look forward to our continued relationship as we progress towards retirement.

Thank you, Dale, we greatly appreciate the time and effort you’ve put in.

Kimon & Gillian"

"Dale was extremely helpful for us and set out a clear and precise plan for our retirement. He was able to answer all our questions. We came out of the meetings feeling very happy and confident for our future. We would definitely recommend Dale to friends family and colleagues."

"Dale was introduced to me by a former work colleague, I've recently opted out of my SMSF and transferred my Super back into Australian Super. Dale provided me with some exceptional support during the transition process and recently with our Statement of Advice. Dale has been instrumental in providing us a very clear understanding our Financial future and we feel so much more comfortable with his recommendations. Thanks heaps Dale, we're grateful and appreciate your work and guidance in all aspects of wealth management, including Wills and other housekeeping topics. Frank and Vanessa."