Maritza Kriel

Mk Wealth Solutions Pty Ltd

Gold

10 Yrs Experience

Wakerley, QLD 4154

About Maritza
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

With almost two decades of experience in the finance industry, Maritza Kriel is widely recognised as a knowledgeable, proactive and respected Financial Adviser. As the founder and director of MK Wealth Solutions, she oversees a variety of portfolios and continually seeks solutions to ensure her clients are receiving outstanding results from their investments.

Maritza’s approach to financial management is centered entirely around the desires and requirements of the individual client. Every circumstance is unique, so Maritza devises exclusive strategies which can maximise wealth, but also adhere to the needs of the client right now and in the future.

In particular, Maritza is passionate about developing long-term financial relationships with clients, so that their financial needs can be satisfied on an ongoing basis. She places a significant emphasis on educating her clients by explaining complex financial and economic concepts in comprehendible terms.

Maritza has been recognised as a finalist for the AFA Rising Star of the Year Award (2016) and was placed in the Top 20 list for AFA Excellence in Education.

In her personal life, she is a devoted mother to three children and fundraiser at the Starlight Children’s Foundation. You can also find her next to the field a few times a week as Team Manager of her sons’ soccer team.

Maritza Kriel is an Authorised Representative (No.454079) of Capstone Financial Planning

Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No. 223135.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Complex Investments
Socially Responsible
Tax Strategies
Growing Assets

5.00 August 2024

Maritza has been looking after our financial planning for a couple of years now. Her attention to detail, responsiveness and care for her clients is second to none. She has allowed us to rest easy knowing we will have an comfortable retirement.

5.00 August 2024

10 years ago I was fortunate enough to be introduced to Maritza in Brisbane. My super/pension was in a bit of a mess and I needed my UK and Australian pensions consolidated. I had been working with other advisers but was getting nowhere. Although Maritza had limited experience in this area, she made it her business find out how to get it done. It was a difficult task and there were many hurdles to overcome, but over come them she did. After about 2 years we completed the task and I had an Australian SMSF with everything consolidated. She then managed the investment side of things in the SMSF and advised me on super contributions.

I am now retired and my SMSF is in great shape. I could not have done this without Maritza. She puts her clients first, thrives on imaginative problem solving, is extremely knowledgable when it comes to investments and tax, is very personable and is always there for me. She is excellent and I would highly recommend her to anyone.

5.00 August 2024

Maritza’s skill, expertise and knowledge across SMSF, equity markets, portfolio management and tax are outstanding and have greatly contributed to the success of our SMSF

5.00 August 2024

Maritza went above and beyond to help me and my husband out when we had a financial crisis. Her prompt responses and considered advice was very much appreciated. I would recommend Maritza to anyone. She is very personable and easy to communicate with at all times when working with her.

5.00 August 2024

Maritza is highly communicative and at a level of detail that provides the confidence I am seeking on all matters relating to my superannuation and insurance policies. Maritza understands my questions and concerns and is able to provide the information I am seeking without confusion.