LOCAL BUSINESS, ENLIGHTENED FINANCIAL SERVICES RECOGNISED FOR THE HIGHEST LEVEL OF PROFESSIONALISM IN THE FINANCIAL SERVICES INDUSTRY.
Quality advice through high professional standards is the foundation of this high achiever practice.
On April 11, Enlightened Financial Services (EFS) and its founder, James Wortley, were awarded the prestigious Securitor Awards of Queensland Practice and Adviser of the Year for 2014.
According to Matt Englund, Managing Director, Securitor and Licensee Select: “Securitor’s national awards recognise practices and individual advisers, who demonstrate the highest level of professionalism, dynamic and strategic business planning and most importantly, continually strive to deliver the best advice and service to their clients.”
As a recipient of these Securitor Awards, Matt Englund commends EFS as “a highly professional financial planning business who has achieved great success through developing outstanding relationships with their clients.”
Enlightened Financial Solutions was established by James Wortley in 2009. The team have over 20 years experience and provide tailored financial advice solutions to meet the needs of all their clients in the Mackay region.
“We are very honoured to receive the Queensland Practice of the Year and Adviser of the Year Awards from Securitor. It recognises the hard work our team has done over the past 12 months to provide exceptional service to our clients,” says James Wortley.
What’s more, James credits his fellow experienced financial adviser Scott Jamieson who has been integral in widening the services offered by the firm to new and existing client’s financial needs. Through James and Scott, EFS has evolved their interview process and their clientfee structure to ensure that they have a clear understanding of the goals of their clients and offer the right strategic advice to make their dreams a reality.
This innovative approach to fee-based advice has helped EFS to grow and differentiate itself from other financial planning businesses in the area. ‘We have an individually tailored service structure for each client which is charged as a fixed dollar fee and reviewed annually. Our fee structure is customised to what services our clients genuinely need and this ensures conflict-free advice that is in their best interests,” states James.
Enlightened Financial Services is driven to provide the best financial advice to give their clients peace of mind and ensure that their dreams do become a reality.
James is proud of his team and the difference they have provided to their clients in Mackay. “We understand that different clients have different needs and our advice is tailored for individual circumstances to reach their individual goals” he said.