Crafting Financial Success Stories Together

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Our Story

Founded in 2013 through the collaboration of a veteran wealth management executive and a seasoned accountant, Essence Planning has evolved while keeping our core philosophy intact.

Our goal is simple: we want to see you in a robust financial position, where you're informed, confident, and comfortable about your future. We understand that there's no one-size-fits-all solution. Depending on your life stage and unique situation, we'll guide you towards the right path for your financial journey.

Yet, we also know that even the best financial strategies might not provide complete peace of mind. That's why we prioritise care.

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Our Approach

At Essence Planning, we are here to answer your questions, solve your problems, and provide guidance. However, we recognise that to provide you with the most appropriate response, we need to gain a comprehensive understanding of your situation. Our process begins with a deep dive into your situation through a wide range of questions. You may be surprised to discover that what you initially came for might not be the most relevant aspect of your financial circumstance. But rest assured, we're here to guide you through the prioritisation process and define the scope of engagement.

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Our Services

 

Meet our advisers

 
 
 

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    Discover Success Stories with Essence Planning

    • Alex was referred to me by my best friend during an emotional time of my life when financial planning was probably the last thing in my mind. He took the time to understand my situation before guiding me through the maze of the insurance, superannuation, and investments. I am so grateful for the difference Alex has made. Thank you.
      S. Siu
    • For many years, Josiah took away our worries about super and investing so that we could concentrate on running our small business. His advice continues to bring peace of mind into our retirement life. We look forward to many more years of association with Josiah and Essence Planning.
      P & M Bignasca
    • Changing financial advisers at our stage of life was a difficult decision, but it proved to be a great move. Alex was able to simplify our financial arrangements and alleviate much of our stress. Our gratitude for this newfound peace is beyond words.
      Kir Family
    • Josiah has been advising us on our super and family trust for many years. Exceptional knowledge aside, we really appreciate the genuine care Josiah has shown to us. He certainly has earned our trust.
      J. Chua
    • Over the last two year, Alex has tailored distinctive solutions for the complex taxation and financial arrangements our family spanning three generations. We greatly appreciate his open and proactive approach in identifying areas for improvement. Kudo for his talent and dedication!
      E. Pan
    • The past year has been a true eye opener for me. Josiah has help improving many aspects of my financial circumstances that I never knew existed. I am in good hands.
      M. Takahashi