Our Process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.

Step 1

Discovery Call

Let's have a quick chat to see how we can work together to help you achieve your goals.

Step 1

Step 2

Gather Data

We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.

Step 2

Step 3

Financial Plan

We create a personalised financial plan that will serve as a roadmap towards your goals.

Step 3

Step 4

Implementation

We set your financial plan in action by implementing all your personalised strategies.

Step 4

Step 5

Support

There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.

Step 5

Get in Touch

Call (07) 3844 3899

Our Location

Level 1, 88 Tribune Street
SOUTH BRISBANE QLD 4101

Mailing Address

PO Box 8333
Woolloongabba QLD 4102

Operating Hours

Mon - Fri: 9am - 5pm
Sat - Sun: Closed

MaKe Financial Decisions is a Corporate Authorised Representative of Meliora Management Pty Ltd ABN 80 646 623 136 an Australian Financial Services Licensee (527931).

Registered office at Level 1, 88 Tribune Street, SOUTH BRISBANE QLD 4101

Any advice in this site is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.

The information on this website reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue. In some cases the information has been provided to us by third parties. While it is believed the information is accurate and reliable, this is not guaranteed in any way.

Opinions constitute our judgement at the time of issue and are subject to change. Neither, the Licensee nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document.

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