EKO Financial

The experienced team at EKO Financial provide tailored, specialist advice for each and every client. Understanding that no two financial situations are the same, a unique financial strategy is developed encompassing the lifestyle and financial objectives of their clients.

Whether you are an individual, couple, not for profit organisation or business, EKO’s highly experienced and motivated team are able to offer sound, financial advice implementing a carefully structured financial strategy to best suit your requirements.

EKO Financial Pty Ltd specialise in providing a client first culture.

Our professional and efficient service is an integral part of our business and each member of our team helps achieve and deliver optimum results.

With a comprehensive focus on you to help you make smart choices about protecting and building your wealth, our team's experience is a key component of the success EKO Financial has enjoyed over recent years in a difficult economy.

EKO = honesty, transparency, integrity

Recognising the need for a highly regarded, financial planning service on the Sunshine Coast, EKO Financial was established with the aim of becoming ‘best on the coast’.

James Kidd and Jeff Ebsworthy are founding partners of EKO Financial and offer over 25 years of combined accounting and financial services experience.

Jeff is a registered CPA who holds a Bachelor of Business Accounting, Diploma of Financial Services and a Graduate Diploma in Financial Planning whilst James has a Bachelor of Business Accounting & Management and a Graduate Diploma in Financial Planning.

Our team recognise the importance of analysing and structuring a specific, individual strategy for each client. Offering a completely holistic approach enabling their clients to achieve what they want whilst also considering the long term aspects of their financial strategy.

We are dedicated to getting results for our clients by creating a unique strategy which works! EKO are driven by the satisfaction of creating and protecting wealth for our clients.

Any information on this website is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.