I have been a financial adviser over 25 years. I have qualified in Barron's Top 100 financial advisers in Australia in 2020 & 2021.
My goal is for our clients to live their best life. What we do and how we run our business is all about the client experience.
We are an award winning financial advice business with the goal to lead the financial advice industry into a profession. The way we do this is through values advice and fee for service. It is important to understand the values of our clients to determine the best strategies for them to live their best life. Not all strategies are about investments , risk or superannuation. Some times it is the simple things to keep our clients accountable for their goals and aspirations in life. Our fee for service proposition is simple. There is no link to the value of your investments, rather a services structure that is measured by complexity and time. We charge a flat monthly fee which is reviewed every 12 months.
The way we provide advice is innovative and simple. We are the only business in Australia that provides video advice. The advice is clear and concise which is easy for clients to understand.
All our clients know that we provide advice that is always in their best interest!
We are a fee for service business. Fees are calculated on the services that are provided, complexity of those services and time. There are no calculation of funds under management.
My wife and I moved to James and Enlightened Financial Solutions a few years back, once our financial situation became a little more complex (in the positive). James and his team were able to (and continue to do so) provide easy to understand strategies to enable our family to not only plan for the future, but to enhance our current business opportunities. James and his team continue to maintain a very friendly demeanour and are always available whether it be for extensive advice or quick questions regarding any and all financial matters. Both our personal and business portfolios remain strong thanks to James and his team. I could not recommend James and the team at Enlightened Financial Solutions enough!
- Adviser status Gold
- Number of reviews 1
- First year providing advice 1998
- Years of experience 25
- Bachelor of Business (Accounting)
Enlightened Financial Solutions Pty Ltd54 Gordon Street
Mackay, QLD 4740
- 8:30am – 3:00pm Friday
- 8:30am – 5:00pm Monday – Thursday
Enlightened Financial Solutions Pty Ltd