It's about YOU living your best life
At Enlightened Financial Solutions (EFS), we are dedicated to providing expert financial planning services to pre-retirees and retirees in Mackay and surrounding regions. Our team of experienced professionals is committed to helping our clients achieve their financial and lifestyle goals, ensuring they live their best life without limitations.
Our Vision
Our vision is to be recognized as leaders in financial advice and services in the eyes of our people, our clients, our community, and our profession. We strive to build meaningful relationships with our clients, focusing on their ideal future and creating tailored solutions to meet their unique needs.
Our Services
We offer a wide range of services designed to help our clients achieve financial security and peace of mind. Our services include:
- Retirement Planning
- Centrelink Support
- Superannuation
- Investment
- SMSF
- Aged Care Advice
- Estate Planning
Our experienced team works closely with our clients to understand their individual needs and goals, developing personalized strategies to help them achieve financial freedom.
Why Choose Us?
We understand that everybody's situation is unique, and we take the time to listen and understand our clients' goals and aspirations. We ask the right questions, working with our clients to plan their retirement and focusing on how they truly want to spend this time. We develop and maintain a strategy that's clear on how to put their money to work, so that they eventually won't need to.
Meet the Team
Our team is led by Director James Wortley, a Certified Financial Planner with over 25 years of experience in the finance industry. James has been recognized as one of Australia's top financial advisers and is an active member of the Mackay Rotary Club and the Resource Industry Network.
Our Commitment
Our directors are committed to championing each client with an outlook that is considered unique to our industry. We take the time to explore every client's recent life event, learn about their life priorities, and deep dive into their personal, professional, and financial goals.
Positive Experience
The reviewers have provided positive feedback about their experience with the financial service. Reliability and Expertise appears to be a strong point, with the reviewer mentioning that the people they dealt with were extremely helpful with advice. Additionally, the reviewer highlights the ease of working with the service, stating that it was so easy to work with.
Challenges and Areas for Improvement. The reviewer does not mention any specific challenges or areas for improvement in their review.
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