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”

Premium

Our premium service delivers a customised service to high net worth clients. High net worth clients (net liquid investments of at least $1M) usually have different investment concerns and issues.

If you choose this service you can take comfort in the knowledge that your advisor will be making discerning decisions and tailoring solutions to ensure that your financial needs are continually monitored. This premium service will provide:

  • Proactive tactical asset allocation
  • Proactive strategic advice
  • Peace of mind knowing that your investments are restructured when needed
  • New investment offerings
  • Term deposit service to maximise your interest returns
  • Specialised investment commentary and regular communication

We at Enlightened Financial Solutions can help youENQUIRE NOW