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”

Wealth Creation & Accumulation

Wealth-Accumulation

These strategies have one purpose – to make money for you in the most timely and tax-effective manner. Your life planner will become a trusted partner who will gain a deep understanding of your needs and objectives. They will develop and maintain a strategy that focuses on putting your money to work so that eventually you won’t need to.

 

 

 

Creating and Accumulating Wealth

Investment strategies are a crucial aspect of any retirement plan. These strategies have one purpose – to make money for you in the most timely and tax-effective manner. After all, this wealth is what will support you through your retirement and potentially provide a lasting legacy for future generations. With Enlightened Financial Solutions, your life planner will become a trusted partner who will gain a deep understanding of your needs and objectives. They will develop and maintain a tailored strategy that focuses on putting your money to work so that eventually, you won’t need to. If you want to create wealth and plan for financial success, EFS can provide the strategy and know-how to achieve this.

Get Advice on Investing Your Capital Wisely

You may find yourself with a good amount of capital without a strong idea of how to invest this wisely. You may be looking at buying shares or an investment property, or a multifaceted solution that diversifies your investments. There are endless options, markets and investment styles to consider, and not all will offer your ideal level of comfort or reward. Every situation is different, and as such your solution will be too. Your EFS adviser will tailor a plan that will create the wealth you aspire to whilst providing tax efficiency. We will listen to your financial goals and identify which level of risk you are comfortable with. From there, we will align your risk profile with your customised investment strategy to ensure you feel in control and confident that your funds are working hard for you.

Start Planning for Your Financial Future

Perhaps you want to stay in control but need solid and knowledgeable advice, or you may want an experienced investment manager to take care of everything while you enjoy your retirement. Whether you have a strong idea of your next step or need a helping hand to decide, our experienced financial investment managers can provide the advice and support to help make your goals a reality.

Contact the team at EFS today for a complimentary appointment, and discover how experience and industry knowledge can maximise your wealth and help you enjoy a long and prosperous financial future.

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...

A will is important at any age!

Posted by Admin on June 3, 2016
Today, almost every adult in the country has some assets to pass on after they die – even if it is only the balance in a superannuation account. Most...