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.
Being 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.
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.
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.
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.
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.