Enlightened Financial Solutions has been operating as a financial planning business in the Mackay region since 2009. Our qualified financial advisers have over 20 years experience and provide tailored advice solutions to meet the needs of all our clients. Our friendly staff provide exceptional service whether it be face to face or over the phone. We endeavour to always be responsive to your individual requirements as we work with you to achieve your lifestyle goals and objectives.
Whilst our office is located in Mackay, we also service Sarina, Proserpine, Airlie Beach, Bowen, Collinsville, Moranbah, Dysart and Emerald. Distance certainly does not stop us from having interstate clients. Thanks to technology, we are able to advise clients Australia-wide and still provide first class service.
Enlightened Financial Solutions offers a financial planning service that focuses on investment, wealth accumulation, superannuation, retirement planning, personal insurance, business succession and estate planning. We deliver innovation through our professional advice services and strategy checklist.
We differ from others in the financial planning industry as we adopt a fee-for-service pricing model based on the amount of work we provide and not on the size of your investment. This transparent fee structure we feel, builds trust as you will always know up-front what fees will be charged for our advice. Another advantage is that we can provide investment solutions often at a reduced cost compared to other industry superannuation funds.
So if you are looking for financial security and expert financial advice that delivers the best quality service, innovative strategy and solutions, and friendly ongoing support then contact Enlightened Financial Solutions for a complimentary appointment.
Professionally, our title is that of financial planners or advisers, but perhaps a more appropriate description for the role we undertake is “Life Planners”. Our intention is to support our clients through all stages of their lives. We are integral in helping our clients achieve their goals and make dreams a reality.
We’re proud to be members of these organisations.