Being a Professional Real Financial Planner is much more involved than the public perception of a number cruncher, judging budgeter.
I started in the Financial Planning industry with a vision to help people achieve their own goals. If that means today you feel the need to do something differently to align your finances to your values and work towards your own goals, then that is the point we start from.
I listen to your concerns and aspirations and I use drawings to simplify and help you understand your options. The strategies we create are personalised, proactive and in your best interests, to help you maximise your opportunities to live life your way.
I care about you and your loved ones so that you are protected for a rainy day and so you can build your own legacy. I am here to walk alongside you and your family throughout your journey.
No person is the same, and this is what makes my role as an Adviser exciting. I am there through the good and hard times, and to help you make the best decisions for yourself and your loved ones no matter what life throws at you.
Call me a Dream Maker… I help you make Real Financial Decisions.
Communication is face to face and also a hard and soft copy of performance.
We have had Mary as our financial adviser for many years and have found her to be very professional in all that she does. She is honest and knows her subject well. We appreciate that she knows the ins and outs of the tax system, Centrelink procedures, etc. and she and her staff have supported us through some complicated issues in these aspects. We feel that Mary always has our best interests at heart and her service is very personalised. We value that she is able to answer our questions and help us comprehend the way our investments work in language that we can understand and allows us the time we need, to talk us through our concerns. Mary has always been thorough in following through with our financial plans and her sound advice has helped us be well set up for retirement. Overall we feel very safe in leaving our financial future in Mary’s hands. We would highly recommend her as a financial adviser.
I have received financial advice from Make Financial initially with Steve Kelly and now Mary Kelly for many years. Initially I was with Steve Kelly since at least 1999. Mary started working with us and now Mary has taken over. I have found the advice from Mary to be more than helpful. She always takes the time to explain her advice and responds to any questions I may have in a very full manner so that I can fully understand my financial requirements.
Mary gives a comprehensive account of my investment.
- Adviser status Gold
- Number of reviews 6
- First year providing advice 2013
- Years of experience 10
- Certified Financial Planner (CFP)
MaKe Financial DecisionsLevel 1, Southbank House, 100 Stanley St Plaza
South Brisbane, QLD 4101
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call
Meliora Management Pty Ltd