Are you seeking retirement financial planning? Enlightened Financial Solutions has been providing reliable Mackay financial planning since 2007. Our team offers over 70 years of experience in investment, wealth accumulation, superannuation, retirement planning, personal insurance, business succession, estate planning and financial advice in Mackay and elsewhere. You’ve worked hard to reach your goals, so you’ll want to trust someone with the experience and industry knowledge to help maximise your wealth and returns. With a complimentary appointment with one of our financial planners in Mackay, you can access clear and effective strategies for a strong financial future.
Whether you’re seeking financial advisors in Mackay, Bowen or Airlie Beach, EFS can provide accurate and reliable advice for your pre retirement or retirement financial plans, investment strategies or estate planning. Thanks to modern technology, systems and communication methods such as Zoom and GoTo Meetings EFS not only offers quality financial planning in Mackay but can also provide financial planning in Proserpine, Sarina, Bowen, Moranbah, Dysart or Airlie Beach. In fact, many of our clients access our experienced professionals remotely from other regions and interstate.
It’s important to know that your financial advisor in Mackay operates with integrity and professionalism. EFS is proud to be an approved FPA Professional Practice – the symbol of professional financial planning in our community. As an FPA Professional Practice our financial planners in Mackay comply with the highest ethical and professional standards set by the Financial Planning Association of Australia, having met the strict and rigorous eligibility and ongoing commitment criteria. It doesn’t matter whether you’re searching for financial planning in Dysart, Proserpine, Sarina or a reliable financial advisor in Mackay: we know that quality, clarity and professionalism is key.
For financial confidence and expert Mackay financial planning that delivers the best quality service, innovative strategy and solutions and friendly ongoing support, contact Enlightened Financial Solutions now. Book your complimentary appointment with a financial planner in Mackay and gain the knowledge to achieve your financial objectives.
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.
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.
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.