Maritza Kriel

Mk Wealth Solutions Pty Ltd

Silver
8 Yrs Experience
Wakerley, QLD 4154
MK Wealth Solutions is a boutique, privately owned Financial Planning practice, that aims to provide personal, professional and practical advice. We specialise in: - Superannuation Strategies incl SMSFs - Business and Personal Life Insurance - Investment Advice incl Direct Equities - Cashflow Advice - Debt Reduction Strategies - Retirement Planning - Estate Planning Although based in Wakerley, we offer financial advice services across Brisbane, the Gold Coast, and the Sunshine Coast. The foundation of our practice is trust, and we aim to make a significant positive impact on the financial situation of our clients. Our success is measured by the quality relationships and trust we build with our clients, helping them to make the most from every opportunity, and the best from every challenge. As a Financial Adviser of MK Wealth Solutions, Maritza holds a Masters degree in Economics, a Diploma of Financial Planning (DFP), SMSF Accredited Adviser and a number of other qualifications including ASX Accredited Derivatives Adviser, and a Bachelors in Marketing. Maritza commenced her career in South Africa as Investment Specialist/Private Banker with Absa Group, one of Africa’s major financial services providers and part of the Barclays Group. Following her move to Australia in 2008, she specialised in direct equity investments, both locally and internationally, for high net worth clients. Maritza broadened her horizon to Financial Planning as she is passionate about looking after clients’ holistic financial affairs. Personally, as a mother to a little girl and twin boys, Maritza loves spending time with her family and friends. She likes photography and spending time outdoors, and takes part in humanitarian activities when time permits. To commence your financial journey with us, please contact Maritza Kriel at: Office: 1300 975 440 Mobile: 0458 497 104 Email: maritza@mkwealthsolutions.com.au

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Masters Degree
  • Language spoken
    • English

Mk Wealth Solutions Pty Ltd

Unit 31, 21 Tripcony Pl
Wakerley, QLD 4154

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

5.00
1 Review
5
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"very satisfied customer"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
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My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Masters Degree

Level
9 - Masters Degree
Institution
University of the Free State (UFS)
Completed
2006

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
University of the Free State (UFS)
Completed
2007

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Monarch Institute
Completed
2014

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Monarch Institute
Completed
2014

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Financial Planning Association of Australia (FPA)

Membership type
AFP
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