Mary Kelly

MaKe Financial Decisions

Gold

11 Yrs Experience

South Brisbane, QLD 4101

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Being a Professional Real Financial Planner is much more involved than the public perception of a number cruncher, judging budgeter.

I started in the Financial Planning industry with a vision to help people achieve their own goals. If that means today you feel the need to do something differently to align your finances to your values and work towards your own goals, then that is the point we start from.

I listen to your concerns and aspirations and I use drawings to simplify and help you understand your options. The strategies we create are personalised, proactive and in your best interests, to help you maximise your opportunities to live life your way.

I care about you and your loved ones so that you are protected for a rainy day and so you can build your own legacy. I am here to walk alongside you and your family throughout your journey.

No person is the same, and this is what makes my role as an Adviser exciting. I am there through the good and hard times, and to help you make the best decisions for yourself and your loved ones no matter what life throws at you.

Call me a Dream Maker… I help you make Real Financial Decisions.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Margin Lending
Shares & Investments
Aged Care
Cashflow & Income
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 May 2024

Very patient and approachable. Mary ensured we had clear understanding of the importance of various strategies

5.00 May 2024

Mary gave me a clear and concise understanding of my financial situation. She did not mind reiterating some points I did not immediately understand, and I felt that Mary understood my anxiety regarding my decision to change my financial situation. The whole process was helpful, and positive and I would have no hesitation in recommending her services.

4.75 April 2024

Mary is extremely knowledgeable about financial areas where we are in our life. We feel very comfortable with her assistance. She takes the time and explains things thoroughly.

4.75 November 2023

Communication is face to face and also a hard and soft copy of performance.

5.00 July 2023

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.

Adviser status Gold
Rating 4.83
Number of reviews 9
First year providing advice 2013
Years of experience 11
Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Language spoken
- English