We make financial dreams a reality.
We know that creating wealth is a goal almost everyone shares...
But few know where to start, fewer still achieve their financial dreams, and many will have experienced the following.
Wondering about who to trust given the stakes involved for one's future, and retirement.
Anxiety about whether the right decision has been made.
- Questioning whether your savings will be safer in a commercial industry type fund, or which one to go with.
Nobody wants to go backwards and lose money, but without a thorough understanding of finance this can often be the very thing that prevents them from achieving their goals.
Does this sound like you?
The good news is that it doesn't have to be that way with proper financial management from experienced financial advisors.
As financial planners we've helped thousands of clients achieve their goals and the first step is always the same. Obtaining a thorough understanding of their present position.
Then, using that information, we create a plan unique to your personal circumstances that ensures you achieve your goals with guided financial management.
To use property as an example, a bank may tell you that you could borrow $800,000, and this might be affordable for some. But for others, it could be better to limit the loan to $450,000. We'll help you see the bigger picture and factor in risks like potential loss of income, a downturn in the market, and more.
It's not just about numbers, either. Financial decisions often come with emotional attachments, and this is something we help our clients understand.
The Enhanced Process
Step 1: Understanding your needs
Step 2- Information gathering
Step 3: Goal setting
Step 4: Preparation of plan
Step 5: Implementation
Step 6: Review and revision, with ongoing support
We work with our clients consistently over the years as their wealth grows and as their circumstances change. Regular reviews on the progress of their goals allows us to ensure that they're on the path to achieving them, too.
We refer to this as our holistic approach to financial planning, and it's something that separates us from the rest.
Book a Consultation
Be it debt reduction, tax utilisation, wealth creation, and more, we’ll review your existing cash flow, budget, assets and liabilities so we can contextualise your goals and give you tailored advice – obligation free and at no charge.
Enhanced - Key Directors
After over 20 years of banking and finance experience, I’m happy to say that the reason I entered the industry hasn’t changed. Financial services give people the ability to achieve their dreams. Unfortunately, the downside of this is that without training or solid advice, many won’t. So why did I get into it all? To lessen the gap between those that have and those that want.
My speciality lies in solutions. This sounds a bit general, but what it comes down to in the world of finance is being able to get a clear picture of someone’s situation now, and then charting the best possible course to get them where they want to be. It isn’t just about numbers, either. That course has to be something that fits the individual because there are always emotional attachments to the decisions made.
Getting that fit right is where I get a high degree of job satisfaction. I call it ‘the comfort factor’. People need to be financially comfortable not only in the future when it’s time to retire, but now in the present with the decisions they make to get there. The key to achieving this is simple: honesty and empathy in the advice I give to guide them.
Outside of finance, I have a daughter & our second child on his way with my gorgeous wife, and we’re enjoying being a family.
In over 30 years’ experience as a Chartered Accountant I have seen business from the top down to the bottom up and everything in between, and I’ve learnt that there are a minefield of problems that a person can experience both in their business, and personal life, in setting out to achieve their goals and to secure their financial wellness.
What I have also learnt is that no one person has the knowledge and experience to solve these all of these problems. The solution was to develop a team that has. That is what we have done and would suggest that you as a business owner do the same.
Employees are exactly in the same positions, financial stress being of a major concern. So how could we help and create a life changing outcome?
The answer alongside with our partners was to develop a financial wellness program. The program focuses on delivering financial education, money management and spending planning, finance, wealth management and personal wellness.
Outside of the business, I have a beautiful wife and daughter. I enjoy golf, fishing, and spending as much time with my two lovely ladies as possible.
We make securing your financial future easy and enjoyable!
Enhanced work tirelessly to ensure that the clients interest are always looked after and are always the first to put their hand up to help with any situation.
It is a great feeling to know that we are finally on our way to securing a better future for ourselves. We very much look forward to dealing with the team at Enhance Finance again in furthering our investment portfolio in the future. We cannot thank them enough.
The team at Enhanced Finance took our ongoing questions in their stride, surprising us with their knowledge and expertise. With flawless precision they made us feel comfortable making large financial decisions and we’re thankful we’ve found a business we can trust with our future.
We have appreciated the professional, but very personal approach, which Enhanced have provided us. Mark listen to us, what we want for our financial future, and with their high standards and efficiency they have provided us with investment opportunities and a positive outlook for our long term future.
We highly recommend their business.
I cannot begin to thank the team at Enhanced Finance enough, as a self employed business owner the big banks wouldn't touch us. Enhanced managed to not only secure the loans for our investment property, but refinance our existing home loan to a lower interest and monthly repayment rate which help us off set the investment loan making the overall loan repayment after rental much more affordable.