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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”

Testimonials

We first approached James Wortley of Enlightened Financial Solutions (previously Magnitude) several years ago for financial advice, as we were approaching retirement and had no idea what was needed to set in place a retirement plan.

Prior to seeing James, we had consulted with the bank and attended retirement seminars, and always had come away feeling depressed, thinking we could never afford to retire at all.

We found James and also his amazing staff extremely helpful with advice and service.

Consequently, he set things in place for us, so we could then begin to think about retirement. We followed his advice and suggestions for the next couple of years and were put in a much better financial position for our retirement. His advice was always explained in a manner in which we could understand. He knew we were quite conservative and did not put pressure on us to take on anything that we disagreed with.

We know that he is the expert and we put our faith in his judgment and have to say that in our opinion he did not let us down in any way.

We are now retired and, due to our trust in him and his firm, we would not have been able to get ourselves in the same financial position as we are at present.

Of course, in addition to us feeling a little more secure about our future, his continued support with dealing with our affairs makes our retirement more enjoyable.

With thanks and best wishes to him and his staff,

J.S. & H.A. SPROTT

James Wortley has been our financial planner now since 2002. In this time James’s market knowledge and guidance has seen our personal financial situation go from strength to strength. James expertise and professionalism go hand in hand with his exceptional customer service skills. James goes out of his way to ensure your financial goals are what leads his planning / recommendations and all with a no pressure atmosphere. Both my wife and I would highly recommend James and Enlightened Financial Solutions to any prospective client.

Brian and Michelle Hughes

James Wortley has been our financial adviser for several years and keeps us advised with the latest financial information providing plenty of opportunities for us to meet with guest financial leaders.

James and his friendly staff are always available to answer any queries we may have.

We are certainly very happy with the service provided by Enlightened Financial Solutions.

Alice Bartolo

After another year of paying the tax department another huge wad of cash, our new accountant suggested we meet with an associate of hers; a financial planner: James Wortley.

Having learnt to be cautious when dealing with money, we were both hesitant, but knew we needed help. We all meet at the accountants office. And to be honest, we have never looked back since. To say our finances have turned around is an understatement. We were surviving, but we really had no idea how to make the best possible advantage of the income we had. We now are able to save, to make additional payments on mortgages, to invest in property and to still get a good tax return. Our retirement future has never looked better. We are not going without, we have just been; to think of a better word “planned”.

We are both very happy to say we are clients of James, he is not a salesman, we truly believe he has our best interests in mind, and we happily recommend him to our friends.

Trish & Jeff

With Scott’s advice, we have much more money at our disposal after implementing his tax effective strategies.  We loved that the implementation of the strategies will have our properties paid off within five years and that we have a tax free income stream going forward.  We would definitely recommend the service and advice from Scott and Enlightened Financial Solutions.

Bob and Chris McKinstry

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...