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”

Why Enlightened?

No Percentage Fees or Commissions

A major point of difference between Enlightened Financial Solutions and others in our field, is that we do not charge percentage fees or take commissions. Our fee structure is tailored to what services the client genuinely needs and this ensures conflict-free advice that is in your best interests.

Fee based advice

Our-DifferenceBeing a fee based advice business, gives us the opportunity to provide our clients with quality enlightened solutions in all areas of financial planning. The services that we provide are calculated on a fixed fee structure and are reviewed annually. The tailored solutions we provide are based on exactly what the client needs rather than working to earn a commission from a product provider.  Our life planners are interested in achieving your financial goals above all else.

No Percentage Fees

A major point of difference between Enlightened Financial Solutions and others in our field, is that we do not charge percentage fees or take commissions on your investments. Our fee structure is tailored to what services the client genuinely needs and this ensures conflict-free advice that is in your best interests.

Strategic advice

Another advantage for being a fee for service business is we won’t be pushing a product to get paid. You will be paying us for providing advice, strategies and service which best suits your needs. This means that we have the freedom to provide our clients with the right strategy to help them achieve their financial goals. As a result, many of our clients have received comprehensive financial advice focused on areas which are rarely covered by our competitors such as budgeting, debt reduction and industry super funds.

Support

Our clients come from a varied demographic, but many of them face similar issues. For example, they either don’t have the time, the inclination, or the expertise to look after their financial future on their own. This is where the dedicated staff of Enlightened Financial Solutions will come to the fore and be there to work for you. They will liaise with your bank and accountant, as well as facilitating support with regards to term deposits, Centrelink, salary packaging etc.

Your initial consultation with us is without cost or obligation. This meeting is all about listening to YOU and gathering information about your financial situation. This first meeting will generally be up to an hour and a half long which helps us better understand your financial needs.

The-EFS-Process

Financial planning requires an open dialogue between client and life planner. To be effective your personal information has to be gathered. We are very aware that we are entrusted with personal and potentially sensitive information which is why our relationship with you will always be strictly confidential.

We at Enlightened Financial Solutions can help youENQUIRE NOW

Changes to Superannuation- starting July 2017

Posted by Admin on February 24, 2017
There are changes to Superannuation starting 2017. Will this affect you ?   [video width="1280" height="720"...

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...

Securitor QLD Practice of The Year 2016!

Posted by Admin on August 16, 2016
We have been announced Securitor QLD Practice of The Year. Very well done to our team for your hard work and dedication you put in everyday! We are now in...