Fix My Super and Essential Planner Pty Limited

Very friendly and knowledgeable

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. More...

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. More...

The conversations and advice given to me has always been simple enough for me to understand and follow, but intricate and tailored enough to be "not from a cookie cutter" one size fits all solution.

The financial plan we put in place has seen 20% plus growth even during covid 2020 and with their regular review of it, is on track to do even better for 2021. More...

I found this service on Facebook and obviously was hesitant. I listened to their claims and checked the information out. I also travelled from Victoria to their office to see for myself. I have found Cameron not a pretentious guy being nice but very genuine person. Communications are clear and his team make the transition easy. I can see my super investment online and while it's easy days it's tracking well despite the fees and costs. More...