Luke Youd

Heartwood Financial

Gold

7 Yrs Experience

Mooloolaba, QLD 4557

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As a financial Adviser I find great joy in assisting everyday people achieve their financial goals. Everyone is different and we all have individual aspirations in life. Through a process of education, communcation and ethical advice I help clients to be more engaged and enjoy the journey to financial prosperity.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Financial Hardship
Redundancy
Aged Care
Socially Responsible
Small Business Advice
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 July 2020

Luke is great to work with, and is very knowledgeable; but is also firm in what we needed to do to better our financial situation. Luke also holds you to account for spending, that is outside of the financial plan that we have agreed on with him. Highly recommended.

5.00 April 2020

'Luke has given me advice in areas including Loan Products, Self Managed Super Funds and Managing Debt. Luke was always able to explain things to me in a clear way. Through Luke's knowledge and experience, I feel Very confident that the advice given was right for my needs. I always received Luke's full care and attention when I needed it.'

5.00 April 2020

Luke has given us advice in many areas particularly when we have done work overseas. He has always given us advice that we feel comfortable with particularly regarding centrelink and superannuation. He makes most things easy to understand and is very caring and works particular to your issues and attends to those needs.

5.00 April 2020

Outstanding service with a touch of humour. Tones down the technical jargon so even a simple blonde like my wife can understand.

4.75 March 2020

Luke has given me advice in areas including loan products, self managed super funds and managing debt. Luke was able to explain things to me in a clear way. Through Luke's knowledge and experience, I feel very confident that the advice given was right for my needs. I have received Luke's full care and attention when I needed it.' I would recommend Luke to famly and friends.

Adviser status Gold
Rating 5.00
Number of reviews 35
First year providing advice 2015
Years of experience 7
Highest qualification
- Bachelor of Business (Financial Planning)
Language spoken
- English

Heartwood Financial

Suite 309, 45 Brisbane Rd
Mooloolaba, QLD 4557

9:00am – 7:00pm Monday – Friday

Synchronised Business Services Pty Ltd

AFSL 243313

Luke Youd

Heartwood Financial

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Heartwood Financial

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Synchronised Business Services Pty Ltd