Enlightened Financial Solutions

Enlightened Financial Solutions is a financial advisory firm founded in 2007 in Mackay. The team has grown from two to sixteen staff and serves over 400 client profiles. The firm provides financial planning services to pre-retirees and retirees, with expertise in working with people aged 50 and over with complex affairs. Scott Jamieson is a team member with over 15 years' experience in the advice industry and holds a Diploma and Advanced Diploma in Financial Planning, a Certificate IV in Financial Services, and a Bachelor of Financial Planning.

Mike Thackray became a director and partner on 1 July 2021. Services include retirement planning, Centrelink support, superannuation, investment, SMSF, aged care advice, and estate planning. The firm works with clients' solicitors for estate planning and with clients' accountants for asset ownership and tax efficiency. It deals directly with Centrelink on behalf of clients. Over the last five years, the firm has given back $40,000 to the Mackay region.

Enlightened Financial Solutions in Mackay draws consistent praise for the professionalism and clarity of its advice, which clients say is explained thoroughly and in plain language. A recurring theme across feedback is the warm reception given by the whole team, from the front counter staff through to adviser Mike Thackery, who is described as approachable and genuinely interested in the lives and goals of those he assists. Reviews regularly refer to that questions are followed up without fuss and that no request seems too much trouble.

Clients who have entrusted their life savings to the practice describe feeling comfortable and under no pressure, with the process characterised as stress free. Comprehensive, personalised guidance tailored to individual circumstances is another point that comes up often, particularly in relation to superannuation and broader investment decisions, and several customers note that the advice has given them confidence in their financial direction. The friendly, helpful manner of the organisation and its dependable follow-through underpin the trust placed in the practice by those planning for their financial future.