ENQUIRE WITH US TODAY!

Our first interview is at no cost and no obligation. The initial appointment will help us understand your goals and aspirations for the future. We will also discuss how we can help you on your financial journey.

Our vision “Improving the lives of those seeking financial freedom for retirement and beyond”

About Us

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.

Our Philosophy

We do planning for life!

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.

Our-Philosophy

Affiliations

We’re proud to be members of these organisations.

  • FPA Professional Practice Logo
  • Mackay Chamber of Commerce Logo Custom
  • ResourceIndustryNetwork Logo small

We at Enlightened Financial Solutions can help youENQUIRE NOW

Changes to Superannuation- starting July 2017

Posted by Admin on February 24, 2017
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Financial Planning Assoc. of Australia- Professional Practice of the Year Finalist 2016.

Posted by Admin on January 16, 2017
Enlightened Financial Solutions has been recognised by the leading professional body for financial advisers, the Financial Planning Association of Australia...

A will is important at any age!

Posted by Admin on June 3, 2016
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