Steve Kelly

Make Financial Decisions

Gold
34 Yrs Experience
South Brisbane, QLD 4101
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.

Expertise

  • 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

My fees

I offer a free initial consultation for potential new clients. Get in touch

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.70
  • Number of reviews 13
  • First year providing advice 1988
  • Years of experience 34
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Make Financial Decisions

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

Opening hours

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

Licensed by

Meliora Management Pty Ltd

AFSL 527931

4.70
13 Reviews
5
4
3
2
1
4.70
Clear communication
4.60
Knowledge & expertise
5.00
Customer care
4.50
Likely to recommend
Showing reviews 1—10 of 13

Sort by

5.00

"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."

  • Superannuation
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Continue to receive advice and assistance from Steve."

  • Superannuation
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve has given us advice in different areas but mainly in self managed super funds. he has been able to explain things usually in a clear way. we feel very confident that this advice has been right for our needs. we have always received Steve's full care and attention when needed. Hence we have referred some family and friends who are equally happy with his advice."

  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve, and now with his daughter Mary, has been my trusted financial advisor for more than 20 years. Steve is totally trustworthy. His advice is always competently prepared and I have complete confidence that the advice given is right for my needs. Over the years Steve has got to know my family circumstances and family members very intimately and become much more than a very competent financial advisor. He is a trusted, caring friend.. Whenever I visit Brisbane for Board Meetings I am time poor. This is not an issue for Steve who will arrange his own schedule to meet me wherever I am in Brisbane on that day, Only last week when I was in Brisbane for only two days, Steve picked me up after a meeting and drove me for 45mins down to Cleveland so I could see my father was in Hospital. During the drive we spoke about our families and he gave me advice on how to handle a dispute I had with Westpac Bank. Steve is an exceptionally caring person. I cannot speak more highly of him, his integrity, his competent advice, his exceptional service except to restate that he is a trusted friend whose services I would recommend to everyone. Steve cares about his clients."

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Steve has given me advice in areas including super funds, loan products and managing debt. He was always able to explain things in a clear and comprehensive manner. Through Steve's knowledge and experience I feel very confident that the advice given was right for my needs, and I usually received Steve's full care and attention."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Over the last nineteen years Steve has given me sound advice in superannuation, managing my retirement to match my needs. Over this period I have found Steve explanations of where to invest in my super very clear and helpful and the advice given was right for my needs. Steve on occasions has travelled to Perth and has not hesitated to advise me so we could meet and discuss current local and world conditions effecting my supper investments. During meetings in Perth and Brisbane I have found Steve to be dedicated and attentive to my needs and also professional."

  • Superannuation
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"The advice and follow-up from Steve on insurances and superannuation have been very valuable in determining the extent of super funds required to allow a reasonable and comfortable retirement. Steve continues to provide sound advice and financial choices even in my retirement."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Steve has been looking after my family for more than 20 years. Steve help me when my wife had a stroke and when we nearly lost our house. Steve rearranged our finance and secured a new mortgage for us. Steve has been looking after our super fund and is helping with our transition to retirement. I totally trust Steve with what he has set up for us over the years and he always listens to what our needs are."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1999

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Institute of Public Accountants (IPA)

Membership type
Associate
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