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.

Website Update

Services

About Us Report

Enlightened Financial Solutions has been operating as a financial planning business in the Mackay region since 2009. Our qualified financial advisers have over 20 years experience and provide tailored advice solutions to meet the needs of all our clients. Our friendly staff provide exceptional service whether it be face to face or over the phone.

Our Services Report

Superannuation will perhaps be your biggest asset for retirement; and if you're managing your own super fund every decision can have a large impact. That's why it is important you get expert self managed super fund advice to help you maximise your investment returns whilst minimising fees and tax.

Why Enlightened Report

A major point of difference between Enlightened Financial Solutions and others in our field, is that we do not charge percentage fees or take commissions. Our fee structure is tailored to what services the client genuinely needs and this ensures conflict-free advice that is in your best interests.

Awards Report

The US financial investment publication "Barron's" and The Australian's business magazine "The Deal" each year present Australia's most comprehensive list of financial advisers. The list of the Top 100 Financial Advisers in Australia is based on an exhaustive national survey. We're all very proud that James Wortley has been selected in the Top 50, number 46 to be exact.

Investment Advice Report

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.

Reviews (1)

Write a Review

Ben Chick

Mar 12, 2021

Report

Positive: Professionalism
Can't thank these people enough for their guidance and professionalism with all of my finances. So easy to work with and extremely helpful with advice!