Luke Youd

Heartwood Financial

Gold
7 Yrs Experience
Mooloolaba, QLD 4557
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.

Expertise

  • 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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • 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

Opening hours

  • 9:00am – 7:00pm Monday – Friday

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

4.95
35 Reviews
5
4
3
2
1
5.00
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 35

Sort by

5.00

"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."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'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.'"

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Expat Finance
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Luke has an in depth knowledge of the current financial crisis we face and i appreciate his willingness to educate others to allow us to better understand the complexity of the situation easily."

  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Luke's advice on Centrelink assistance to sole traders during the Covid 19 crisis was invaluable. He gave clear and calm direction to a diverse group of stressed out business people in a way we could all understand. Most of us had never been involved with Centrelink before and he untangled the many strings of their web, and helped us find how we could access the services we need. Thanks Luke!"

  • Government Assistance
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Luke explains things in easy to understand terms. He takes the stress out of money troubles and is extremely patient and caring. No matter how big or small the problem he will strive to solve it AND most importantly he is not afraid to say “I don’t know the answer to that” and will then endeavour to find the answer. Totally honest!"

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Luke went over and above delving deep into the Federal Government stimulus package for Sole Traders and Self Employed by giving his time to create a live video for my FB Page Australian Sole Traders Support Group. This group has over 500 members mostly whom have never made a centrelink claim in their lives! It is without doubt a very challenging time in so many ways however, this information from Luke I am positive will encourage people to look at their options with a clearer understanding. Thank you so very much."

  • Government Assistance
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Luke is a very knowledgeable and approachable young man. He explains things in a way that is easy for us to understand. We feel very confident hat he has our best interests at heart and because we felt comfortable with his advice we were able to retire earlier than expected. He has always been available when needed and I never felt like we were bothering him. On the performance side we have been very happy with the outcome. Good work Luke."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 35

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2015

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Tier 1 Margin Lending

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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