MaKe Financial Decisions
About the Business
Welcome to MaKe Financial Decisions, a trusted institution located in South Brisbane, Stanley Street Plaza. As an establishment focused on finance, we are a point of interest for individuals seeking expert guidance in managing their money.
At MaKe Financial Decisions, we understand that a financial plan encompasses more than just money. It is about living your life freely, without worrying about your finances. It is about having confidence and excitement for your future. Our mission is to help you gain control of your money so that you can live life on your own terms.
Whether you are looking to pay down debt, protect your wealth, or grow your assets, we are here to assist you every step of the way. We specialize in developing tailored financial strategies and providing you with the necessary information to make informed decisions about your money.
While retirement may seem like a distant goal, it is never too early to start planning. Investing in superannuation is a tax-effective way to secure your future, and we can guide you through this process. Additionally, we offer investment options that promote favorable growth across shares and managed funds, ensuring your financial freedom.
Insurance is the foundation of any financial plan, and we can help you evaluate the risks and choose the right insurance solution for you and your family. Our expertise also extends to cashflow management, helping you budget your money effectively to live your desired lifestyle within your means.
Effective debt management is another area we specialize in. We understand that it is not just about the interest you pay, but also the assets you invest in and prioritizing your debts. We can help you make the most of your financial resources.
Planning for the future also involves considering your legacy and ensuring your assets are distributed according to your wishes. Our estate planning services ensure that your assets are distributed to the right people at the right time.
Maximizing social security entitlements is crucial, and we can help you identify and make the most of these opportunities. We also assist in liaising with Centrelink, making the process easier for you.
At MaKe Financial Decisions, we understand that navigating aged care can be overwhelming. We provide guidance and support to help you understand how it all works and make the best decisions for your loved ones.
Our team of Certified Financial Planners is passionate about tailoring financial advice to suit your goals and needs. We believe in working in your best interests, putting ourselves in your shoes to ensure the decisions made are in alignment with your aspirations.
Conveniently located in Brisbane's South Bank precinct, we offer face-to-face or online meetings. While our primary focus is on clients in and around Brisbane, we also extend our services to the Sunshine Coast, Central Queensland, New South Wales, Victoria, South Australia, and Tasmania regions.
Our comprehensive financial advice covers various aspects, including goal setting, cashflow management, debt management, investment, superannuation, wealth accumulation, retirement planning, insurance, tax strategies, estate planning, social security, and aged care planning.
To achieve the best outcome for your situation, we choose to work alongside your preferred accountants, solicitors, and mortgage brokers.
Please note that the information provided on this website is of a general nature and has not been tailored to your personal circumstances. We strongly advise seeking personal advice before acting on any information presented.
At MaKe Financial Decisions, we strive to stay up-to-date with existing legislation and proposed changes. While we believe the information on this website to be accurate and reliable, we cannot guarantee its accuracy. Opinions expressed are subject to change.
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Visit us at Level 1, South Bank House Stanley St Plaza South Brisbane QLD 4101. MaKe Financial Decisions is a Corporate Authorised Representative of Meliora Management Pty Ltd ABN 80 646 623 136, an Australian Financial Services Licensee, with a registered office at Level 1 South Bank House Stanley St Plaza SOUTH BRISBANE Q 4101.
Photos
Location & Phone number
Stanley Street Plaza, South Brisbane, Queensland 4101, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"We have been so well looked after ! We have been able to reach goals earlier than expected and feel very confident that our finances are well managed because of advice received . We are always happy to recommend Mary to friends and family ."
"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."
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