Jacob Wheatley's Colleagues at Enlightened Financial Solutions
Jacob Wheatley's Contact Details
Enlightened Financial Solutions
Jacob Wheatley's Company Details
Enlightened Financial Solutions offers a Financial Planning service that focuses on investments, wealth accumulation, superannuation, retirement planning , SMSF and business succession planning.At Enlightened Financial Solutions, we're committed to championing our clients with an outlook that is considered atypical by those within our industry. We challenge our clients to think about what they truly want and desire in all aspects of life, and we prioritise our clients' non-investing financial priorities when tailoring their personal solution.This is the future of Financial Advice, and we're proud to bring it to Mackay & the Whitsundays.Enlightened Financial Solutions has been operating as a financial planning business since 2009. However distance certainly is no barrier, thanks to technology EFS are able to advise clients Australia-wide. Their qualified financial advisers have over 20 years experience and provide tailored advice solutions to meet the needs of all clients. Enlightened Financial Solutions are focused on getting to know their clients by taking the time to explore their recent life events, learning about what they prioritise in life and diving deeper into their personal, professional, and financial goals.Enlightened Financial Solutions endeavour to help clients to understand their values and what drives their decision-making process. In that way, they can better align their money with their values, to ensure they are leading their best life. By putting in the extra mile for clients in this way, Enlightened Financial Solutions have found that they can better provide clients with options that are able to lead to a solution that feels right for them.It all about YOU!