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”

Annual Review

The annual review is the most vital component in the financial planning process. The purpose is to ensure that our plan for you is still doing what it was designed to do. Financial planning is an ongoing process so it is important to reassess your goals and ensure you continue on the appropriate financial path.

Annual-Review-ServiceIn the financial planning review process, we will provide the following services and access your financial plan accordingly.

  • Review your planning needs and objectives
  • Review your income and expenses, your family situation, health and insurance needs
  • Comparison of your financial position from your last review
  • Review and discuss any changes to the economic environment and relevant legislation changes that may affect your strategy.
  • Review investment and superannuation portfolio performance, your taxation position and any opportunities to reduce your tax.
  • Discuss your investment opportunities
  • Discuss future strategy options
  • Review the cost of any additional Statements of Advice.

In summary, the annual review service is imperative. Together with your life planner, you will be able to seek ongoing financial advice, tailor made

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...