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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”

Asset Protection

Asset-ProtectionIt is important to plan for the unexpected. What would happen if you were unable to work due to injury or illness? Or worse; what would happen to your family if you died? The emotional toll that this would have on your family is inescapable but you don’t need to leave them stressed and worrying about financial security. Enlightened Financial Solutions will provide a strategy that protects your family if the ‘unthinkable’ were to happen.

 

 

Keeping Your Assets Secure With Estate Planning

It is important to plan for the unexpected. What would happen if you were unable to work due to injury or illness? Or worse; what would happen to your family if you died? The emotional toll that this would have on your family is inescapable but you don’t need to leave them stressed or worrying about financial security. Enlightened Financial Solutions will provide a strategy to protect your family if the ‘unthinkable’ were to happen. Our advisors can assess your wealth, identify the best course of action and help you to implement decisions that will keep your portfolio safe for those you intend it for. We work very closely with some of Mackay’s largest and most trusted solicitors to help you achieve your estate planning goals.

Factors to Consider for Asset and Wealth Protection

The best way to protect your assets is dependent on a number of factors. What assets have you accumulated? Which name are these assets under? Who are your successors and when should ownership be changed? EFS can recommend a tailored solution based on your individual circumstances. It may be that you have superannuation funds, businesses or family trusts that you wish to account for. Perhaps you need to consider keeping your assets secure during separation, divorce or death. With a detailed estate plan in place, there will be less risk of argument or confusion when it comes to passing on your assets. We can provide financial advice which, when coupled with reliable legal advice from local solicitors, will ensure everything is by the book. We can also ensure payable tax is minimised in the transfer of assets to beneficiaries.

Get Helpful Advice and Plan for Your Future

Life doesn’t always go to plan, but with a solid estate plan in place you have a much better chance of ensuring your desired outcome takes place if something should happen. Make sure that your assets are kept for those you intend to have them – and protect them from everyone else. Contact EFS today and arrange a complimentary consultation with one of our financial advisors to discuss your unique requirements.

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...