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Who We Help

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Who We Help

At MaKe Financial Decisions, our goal is to help you reach your potential, whether you are just getting started, building your wealth, preparing for retirement or enjoying life after work.

Go-Go Retirees

  • Typically 55-70 years, stepping into retirement, slowing down from working life
  • They are often empty nesters and might be looking at a sea-change or downsizing their home
  • Have a desire to enjoy the money they have saved – travel, hobbies, renovations, help their kids
  • I really want to free up time to spend quality time with grandchildren and the family
  • I don’t know whether I can afford to stop working. How much is enough? Can I work part-time?

Does this sound like you?

Busy working families

  • Usually couples aged 30-50 years, often with school aged children and established careers
  • Purchased a home and perhaps some shares, but haven’t really spoken to anyone about finances
  • I never have money to do the things I want as I’m having to pay bills, tax, mortgage, school fees…
  • I know I need to do something with my finances, but what? Set up a SMSF, invest in shares?
  • I want to buy an investment property but what’s the best way to do that? Is it still a good idea?

Does this sound like you?

Young working professionals

  • Typically late 20-early 30 years, recently finished uni and starting their professional career
  • Usually enjoy socialising and travel and not really focused on their finances. However…
  • How do I get ahead financially and set myself up for my career (or future family)?
  • I really want to buy a house. How much do I need to save for a deposit? How do I ever get there?
  • I know I should be getting my finances sorted. I want to invest in shares but where do I start?

Does this sound like you?

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
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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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