Build wealth and pursue your goals
It’s time to pay down debt, protect your wealth and grow your assets.
Stress Less. Take Control. Plan Ahead.
A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.
At MaKe Financial Decisions we help you get control of your money so you can live life on your terms.
How can we help?
Build wealth and pursue your goals
Get started and set your family up for success
Prepare for retirement and beyond
Make the most of retirement
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Investing
Investing is a critical component to financial freedom and we partner with you to deliver favourable growth options across shares and managed funds, tax effectively.
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Cashflow Management
Cashflow Management helps you understand how to budget your money so you can live your ideal lifestyle within your means.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Social Security
Identifying and maximising social security entitlements to improve your financial position. We also help you to liaise with Centrelink.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Your local financial partners
The team at MaKe Financial Decisions are passionate about tailoring financial advice to suit your goals and needs, with the aim to improve your financial position. Our Certified Financial Planners put themselves in your shoes to help you make decisions in your “best interests”.
Based in Brisbane’s South Bank precinct we offer clients face to face or online meetings servicing predominantly around Brisbane, but also reach out to the Sunshine Coast, Central Queensland, New South Wales, Victoria, South Australia and Tasmania regions.
Our comprehensive financial advice focuses on Goal Setting, Cashflow Management, Debt Management, Investment, Superannuation, Wealth Accumulation, Retirement, Insurance, Tax Strategies, Estate Planning, Social Security and Aged Care Planning.
We choose to work with your preferred Accountants, Solicitors and Mortgage Brokers to achieve the best outcome for your situation.
Prepare for tomorrow, make the most of today.
Insights
Super contributions
If you’re employed, your employer should be paying a percentage of your earnings into your super account. It’s worth checking…
Weighing up the Age Pension and the assets test
Why having less super isn’t necessarily a financial sweet spot for retirees. Millions of Australians aged 67 and over have…
The lost super pile keeps growing
There’s almost $18 billion of unclaimed superannuation. Here’s how to find it. When it comes to accumulated retirement savings, many…
Save for an emergency fund
An emergency fund is money you save to cover urgent or unexpected costs. This could be car repairs, unexpected travel…
Keeping records of shares and units
Records you need to keep When you sell your shares in companies or units in managed funds, most of the…
What company delistings mean for ETFs
Some big companies have left the ASX recently. How do ETFs adapt to index changes? Share markets are ever changing.…