Enlightened Financial Solutions in Mackay, Queensland | Financial service

Enlightened Financial Solutions

Locality: Mackay, Queensland

Phone: +61 7 4957 1600

Address: 54 Gordon Street 4740 Mackay, QLD, Australia

Website: http://www.efsmackay.com.au/

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25.01.2022 We had a wonderful time at Mackay Turf Club's Race Day!

20.01.2022 We would like to do a shout out to our amazing client Pam Berrigan who is holding an exhibition of her fantastic artwork at the Botanic Gardens Cafe for the month of November. We were fortunate to go out and view her artwork and certainly can appreciate the talent she has. Please support Pam by going out, having a cuppa and enjoying her incredible work and perhaps purchase one of her pieces. #localsupportlocal #mackaypride #localartist

19.01.2022 ##internationalwomensday2021

19.01.2022 Covid-19 Update & Mask Requirements: The health, safety and comfort of our clients, staff & families is of the greatest importance. During this time we will have masks available for all clients in the office while that remains a requirement. If you would prefer to postpone your scheduled appointment at any time, please let our friendly team know.... Masks for Queensland (all of Queensland including Greater Brisbane) The Queensland Government has advised the following in regards to the wearing of masks for all of Queensland, including the Whitsunday Region: You must carry a face mask with you at all times when you leave home, unless you have a lawful reason not to. You must wear a mask in indoor spaces, such as: shopping centres, supermarkets, retail outlets and indoor markets hospitals and aged care facilities hospitality venues such as restaurants and cafés (not required for patrons while seated; customer facing staff only) churches and places of worship libraries indoor recreational facilities and gyms (except if doing strenuous exercise*) indoor workplaces (where safe to wear a mask and you can’t physically distance) public transport, taxis and rideshare, including waiting areas and queues for this transport airports and travelling on planes. It is strongly recommended you wear a mask when outdoors if you are unable to stay more than 1.5m distance from other people, such as busy walkways and thoroughfares. Masks do not need to be worn in some circumstances, including children under 12 years, where people have certain medical conditions, and in workplaces where it is not safe to do so. You can remove your masks to consume food or drink. *Strenuous exercise is exercise in or above the aerobic zone including high-intensity interval training, cycling, running. Visit the Queensland Government website for more information - https://www.qld.gov.au/.../current.../urgent-covid-19-update #COVID19

18.01.2022 Motivational Mondays are back!

13.01.2022 Shout out to all the organised people in our lives. For those who aren't as organised, as we are only a month out, here's a little help from our office - If you've got young kids, sort out all their toys now, and give what they don't want to charity to make room for the wealth of toys Santa's bound to bring. Online shopping needs to be done ASAP including, clothes, fishing gear, toys ect (Check the latest posting dates for cards, and parcels if you're sending any gifts... by post). Brave the crowds on Black Friday and save some $$$ on your gifts (Friday 27/11/2020). Organise Secret Santa for you and your partner (he/she will not have remembered til the day before). Start stocking up on the booze/softdrinks. Order the turkey or ham. PUT THE TREE UP & DECORATE (No, you will not receive bad luck, it’s called organisation & getting into the Christmas spirit)! Make whatever Christmas food you can freeze, like mince pies, cookies, sauces and buy any non-perishable food items like tinned fruit, chips, nuts, pickles, so you at least beat some of the Christmas rush. Send out your Christmas cards to the relos/ organise end of year gifts to teachers/bosses. Once the above is completed, pour a glass of your favorite drink and relax! #YouareWelcome

13.01.2022 The Value of Good Advice It's all in the strategy! Great advice from a great local team! #efsmackay #financialadvice #WeAreLocal #itsallinthestrategy #financialadviserqld

13.01.2022 Not just a Library! Last week we caught up with Kimberly from Mackay Regional Council /Mackay Regional Council Libraries. Did you know that the library is more than just books? Kimberley has given us an insight into what the Library has to offer. There is something for everyone including adults, seniors, young adults and kids! ... One of the programs that we are excited about is the Older & Bolder Program which includes programs like Digital Accessibility Program, Sensory Exploration, Ukulele Lessons, Craft & Conversation, Digital Accessibility Program and so much more. The best thing about these programs is that they are free COVID safe events that have been specifically designed for anyone. For more information , please see below links - www.mackay.qld.gov.au/whatson Older & Bolder Program - https://www.mackay.qld.gov.au/libraries/older_and_bolder #everchanging #whatsoninmackay #mackayregionalcouncil #mackayregion

12.01.2022 Pensions are increasing from Mar 20th 2021! Centrelink have announced changes to the Age Pension payment rates and also to the income and asset thresholds. This means more money in the pockets of Australian Seniors. So what are the changes? Click on the link below for more information- ... https://mailchi.mp//will-pension-rates-increase-in-march-7 See more

09.01.2022 The benefits of getting good financial advice. It all comes down to value! Article below -

09.01.2022 Its not often you get to meet this legend when you go to your dance comp! What a great photo girls! #JT #queenslander

09.01.2022 Traps to avoid in retirement - Going too hard too fast Retirement: you’ve made it! And one of the rewards for all your hard work is that you can now access your superannuation. Suddenly a world of opportunities opens up a Caribbean cruise, major home renovations or maybe helping your kids reduce some of their debt. Of course you deserve to celebrate your retirement, but bear in mind that your super might need to support you for the next 30 years or more. Eat too far into y...our nest egg in the early days and you significantly reduce the time that your super will last. This is particularly the case in a low interest rate environment. Take Ron and Val. They retire with a combined super balance of $800,000. At an interest rate of 4% pa this nest egg will fund annual living expenses of $60,000 for 19.4 years . If they spend $100,000 on travel and home renovations and give a further $100,000 to their children, the reduced nest egg will now only last 13 years. Planning for big expenses in retirement is just as important as it is pre-retirement. The longer that an expense can be deferred, the longer the money will last, and the greater the total income received. In Ron and Val’s case, this might mean scaling back the travel plans a bit, putting off the renovations for a couple of years, and helping their kids by making regular, small gifts rather than a large lump sum. Your super is there to help you enjoy life in retirement, but it’s a balancing act. A little restraint now may allow for more fun later, so talk to your financial adviser about how you can make the most of your super in retirement. Your super is there to help you enjoy life in retirement, but it’s a balancing act. A little restraint now may allow for more fun later. Come in and chat to the experts, call our office on 07 4957 1600 and arrange your appointment today! See more

09.01.2022 Here are some of the exciting things happening with Mackay Regional Council Libraries! See below the link to book into these programs - https://www.eventbrite.com.au/o/mackay-regional-council-lib Gordon White Library ~ Thursday, February 4 from 5.30pm to 6.30pm Disaster Recovery and Resilience Exhibition Launch! ... Showcasing arts and emergency preparedness projects from across the Mackay region by the communities impacted in recent disaster events and the services supporting them. Dudley Denny City Library Friday, February 12 from 3:30pm 4:30pm Made by You! Create a recycled paper bowl that will be a stunning piece for your home! Do you have a pile of read/used magazines or newspapers sitting on the coffee table you don’t know what to do with? Explore a new way of repurposing your unwanted magazines and newspapers when you join the Library team to create a stunning paper bowl. Gordon White Library 1.30pm 2pm Friday, February 19 and 26 Piano for Beginners! Explore the magic of music! Just for beginners! This mini workshop will introduce you to the fundamentals of piano in a relaxed environment. Keyboards will be provided for use during the class. Gordon White Library Tuesday, February 23 from 10am to 10.30am Intro to Drawing! Discover tablet devices as a new format for creating your art. If you want to learn about drawing on tablets, then this is the no frills beginners’ session just for you. You will discover techniques and develop your skills in a supportive learning environment. Tablets will be provided for use during class. Gordon White Library Tuesday, February 9 from 9.30am to 10.30am Library Lovers’ Month Is your romance real? We are offering a free information session that will protect you from an untrustworthy online romance. There is a growing number of Australians that are being lured into online romances every day that deplete them of their identity and funds. Don’t become a statistic! Queensland Police Service will provide information to help you be more aware and safer in today’s digital world. You can also subscribe for the Library eNewsletter to see what is occurring or visit https://www.mackay.qld.gov.au//a/regular_programs/whats_on

09.01.2022 Our friends beautiful little daughter is currently battling Stage 3 Wilms Tumour. This is something that is close to our hearts and our thoughts are with the Rosie and her family. As part of her treatment, Rosie requires blood transfusions and the Australian Red Cross Lifeblood urgently needs 16,000 additional people to give blood by the end of November. Thank you to all of those who give and for those who are considering it, please do, as this will really help save lives li...ke little Rosie. You can follow Rosie's journey by liking the link below - Rosie's Fight Against The Wilms

08.01.2022 Shout out to all our wonderful local farmers #loveyourwork #shoutouttofarmers

07.01.2022 We are excited to announce that James Wortley has been named in the Financial Standard's Top 50 Most Influential Advisers in AUSTRALIA! WOW! What an incredible achievement! We are a little bias here, but we could not agree more! He has worked incredibly hard over the years and we are so proud of him. Here's a little message from James for those who voted ~... ''A nice surprise this morning to be nominated in the 50 most influential financial advisers in Australia. Thank you to all those people that supported my nomination. We have a great team at Enlightened Financial Solutions. We are pioneering financial advice into the future through #innovation and #clientexperience. Congratulations to the other nominees making a significant contribution to our industry.'' #FSPOWER50 #efsmackay #teamworkmakesthedreamwork https://www.financialstandard.com.au/fspower50

05.01.2022 Wishing our Scott a massive Happy Birthday! We hope you have had a wonderful day and many many more to come!

05.01.2022 Enlightened Financial Solutions is one of Mackay’s leading financial advisory firm’s with experience and expertise in working with clients to deliver greater peace of mind about their financial future. The Role Greeting clients face to face and over the phone. Providing admin support - word processing ... and document management. Study in order to complete Certificate III in Business. Experience, Skills, and Traits- Be friendly with a genuine desire to learn. Ability to work under pressure and meet deadlines. Be a strong communicator. Please send your resume to [email protected]

04.01.2022 Happy Birthday James! We hope you have a wonderful day spent with your girls! Pop a comment below and wish James a happy birthday!

03.01.2022 This is the Future of Financial Advice, and we’re proud to bring it to Mackay & the Whitsundays!