Steve Kelly

MaKe Financial Decisions

Gold

36 Yrs Experience

South Brisbane, QLD 4101

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MaKe Financial Decisions was incorporated in October 2012 and took over a group of clients from Comprehensive Financial Services in June 2013.

Steve Kelly (from Comprehensive Financial Services) also joined the practice to maintain continuity with existing clients from Comprehensive. Steve has been working in the Financial Services industry for the past 30 years.

Steve works with Mary Kelly who is the director of MaKe Financial Decisions and has been working in the Financial Services industry for the past 17 years.

Our objective is to help our clients create, protect and enjoy their wealth whilst meeting their financial and lifestyle goals by providing quality advice at a reasonable price.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Margin Lending
Shares & Investments
Aged Care
Cashflow & Income
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

Fees are structured to match the work done for each individual Client.

4.75 October 2022

We have known Steve for many years and he has always been very professional. We love that he knows us well and enjoy our catch ups with him.

5.00 July 2019

Steve has given my family and I advice over many years. I have always found Steve to be able to explain complex ideas in a way I was able to understand. This made me very confident that the advice I was being given was spot on for me and where I was in my financial life. I would willingly recommend Steve and MaKe Financial Services to any of my friends.

4.50 July 2019

steve's advise is the same as the sample given and keeping up with changes in current climate for our future needs

4.00 July 2019

Continue to receive advice and assistance from Steve.

4.75 July 2019

Steve Kelly has been my financial advisor for over thirty years. Over that time Steve has consistently worked with me on strategies and goals to achieve a financial position where my wife and I can enjoy our returns and retirement. We are very confident in his advice and strategies. We would certainly recommend him, and have already done so, to family and friends. Steve operates honestly, professionally and always with our interests in mind. We thank him for his diligence and care over time and look forward to continuing the association into the future.

Adviser status Gold
Rating 4.79
Number of reviews 14
First year providing advice 1988
Years of experience 36
Highest qualification
- Certified Financial Planner (CFP)
Language spoken
- English

MaKe Financial Decisions

Level 1, Southbank House, 100 Stanley St Plaza
South Brisbane, QLD 4101

8:00am – 5:00pm Monday – Thursday
8:00am – 7:00pm Friday

Meliora Management Pty Ltd

AFSL 527931

Steve Kelly

MaKe Financial Decisions

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MaKe Financial Decisions

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Meliora Management Pty Ltd