Financial advisers in Albury — creating happiness, one financial decision at a time.

We help families, professionals and retirees across Albury-Wodonga and the Border region make smart decisions with their super, retirement, wealth, insurance and aged care — with plain-English advice from a local team that’s here for the long term.

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Serving Albury

since 2019

150+ Google reviews

Local office

1/601 Dean Street,

A local, experienced team you can talk to

Who is this for?

Albury-Wodonga families wanting a clear financial plan
Border region business owners thinking about super or succession
People 5–10 years from retirement
Ready to retire and need an income strategy
Received an inheritance or sold a property
Already retired but want a second opinion
Want a local adviser — not a Melbourne or Sydney call centre

What we help you solve

“How much do I need to retire comfortably in Albury-Wodonga?”
“Am I making the most of my super?”
“Should I set up an SMSF?”
“How do I turn savings into a reliable income?”
“What happens to my money if something happens to me?”
“How do I plan for aged care without losing everything?”
“Is my insurance still right for where I’m at?”

What you’ll get with EJM Albury

A personalised financial plan built around your goals
Super strategy — contributions, investment options and fees sorted
Retirement income plan with clear projections
Centrelink guidance and eligibility support
Tax-aware structuring in plain English
Insurance review — right cover for your stage of life
Aged care advice when the time comes
Ongoing reviews as life changes

Personal advice is provided only after we understand your objectives, financial situation and needs.

How we work together

You’ll always understand the “why” and “how” before making decisions.

Step 1 - Complementary Intro Call

A no-cost, no-obligation chat to understand your goals and questions.

Step 2 - Strategy & Plan

We gather the right information and deliver tailored, plain-English advice with clear steps.

Step 3 - Implement & Review

We help you take action and review regularly to keep everything on track.

Why Albury-Wodonga chooses EJM Advice

A local team that knows the Border region

We've been advising Albury-Wodonga families for years. Long enough to have guided clients through business sales, inheritances, market downturns and retirements. We're not a franchise or a call centre — we're a local team with deep roots in the Border region.

Wangaratta clients from business owners, farmers & families alike

Many come to us through a referral from someone they trust — an accountant, a mortgage broker, or a friend who's been with us for years. That's the kind of reputation we've worked to build.

Financial advice that crosses the border

Albury-Wodonga is unique — clients on both sides of the NSW/Victorian border face different rules around tax, super and Centrelink. We understand the complexity and make sure your advice accounts for where you live, not just where you bank.