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Investment Advice


Superannuation will perhaps be your biggest asset for retirement; even bigger than your family home. That is why it is important you get expert advice to help you maximise your investment return whilst minimising fees. Enlightened Financial Solutions will show you how much you need in retirement, guide you to make sound investments choices and ultimately help you achieve your retirement goals.

Retirement Planning

Retirement might seem like a lifetime away, however there is no time like the present to start formalising a plan to help you achieve financial security for those ‘golden years’. Expert guidance in superannuation, tax minimisation and investment selection, will ensure your ‘nest egg’ keeps providing for you in retirement.

Wealth Creation

If you want to create wealth and plan for financial success, Enlightened Financial Solutions will provide the strategy and know-how to achieve this. We will tailor a plan that will create the wealth you aspire to, whilst providing tax efficiency.

Salary Packaging

It is vital to structure your income in a way that minimises tax, so your hard earned money can be utilised in the best possible way to meet your living commitments and fast track your wealth. Enlightened Financial Solutions will show you how to structure your income through superannuation, motor vehicles, income protection, loan repayments, employee share schemes and equipment to save you tax.

Debt Management

The first step to financial freedom is reducing your personal debt commitments as soon as possible. Enlightened Financial Solutions will provide debt strategies that will show how you can reduce these debts and save you considerable amounts of interest.

Asset Protection

It is important to plan for the unexpected. What would happen if you were unable to work due to injury or illness? Or worse; what would happen to your family if you died? The emotional toll that this would have on your family is inescapable but you don’t need to leave them stressed and worrying about financial security. Enlightened Financial Solutions will provide a strategy that protects your family if the ‘unthinkable’ were to happen.

Tax Effective Strategies

No one likes paying tax but it is part of our working life. Enlightened Financial Solutions can tailor strategies that will reduce your tax burden and provide you with more money to grow your wealth.


There is nothing more stressful than losing your job. The uncertainty that this brings will have an impact on your entire family, so it is in critical times like these, when you need expert financial advice. Enlightened Financial Solutions will lessen the worry and provide you with strategies and investment options to get you back on track.

Estate Planning

Estate planning is something that many Australians simply do not want to think about. However, if you neglect to address the distribution of your assets, it can cause many financial and family problems when you pass away. For example, when your superannuation fund is paid out to a non-financial dependent, the taxable component will be taxed at a minimum rate of 16.5%. Enlightened Financial Solutions however, could provide strategies to minimise the tax consequences and ultimately provide increased benefits to your beneficiaries.

We at Enlightened Financial Solutions can help youENQUIRE NOW