One of my favourite things about working as a financial adviser is being able to guide people through difficult and challenging stages of life. I believe financial advice has the power to dramatically change people’s life for the better.
I specialise in complex strategic planning advice including superannuation strategies, retirement planning, defined benefit superannuation schemes, aged care and personal insurance.
I have a keen interest in the visual arts and one of my goals is to continue to collect more artworks from some of my favourite local artists.
Advice fees can vary depending on your needs and circumstances. We can provide an estimate of our advice fees after an initial discussion at no obligation to you.
I have been a client of Aegis Financial Planning since my retirement in 2014. Andrew Kidd helped me a great deal with my retirement plans. He guided me through the process and explained my options really well. I am very happy with the decisions I made based upon his advice. Our ongoing financial planner is now Luke Kidd. Luke is easy to talk to and keen to assist with any financial issues that may arise for us. My husband and I originally balked at the cost of engaging a financial planner however we feel our funds are in much safer hands with the Kidds at Aegis than they would be if we went it completely alone. These guys have taken the stress out of those big financial decisions for us. Thank you Aegis!
I was first referred to Luke some 4 years ago to seek financial advice and management relating to my mother entering aged care. Over this period, I have spoken to Luke and sort his advice regarding my mother's ongoing financial needs. Luke has always been available to assist me with such advice and I have found his advice to be well considered and relevant to my mother's financial needs. I would recommend Luke to anyone seeking sound financial guidance and advice.
Luke is a very personable and helpful advisor. He is always approachable and offers applicable advice for our circumstances, currently and looking to the future. Luke always explains in detail and in an easily understood way when communicating about financial options. The advice Luke gives us assures us that our money we have invested is the best strategy for our level of risk.
I have the pleasure of working with Luke as my financial adviser, and I am beyond impressed with the level of service and expertise he provided. From the very beginning, Luke demonstrated a deep understanding of financial markets and a genuine commitment to helping me achieve my financial goals.
Luke's communication skills are exemplary. He took the time to patiently explain complex financial concepts in a way that was easy for me to understand. This not only empowered me to make informed decisions but also built a strong foundation of trust. I never felt overwhelmed or confused during our discussions, thanks to Luke's ability to break down intricate topics into digestible pieces of information.
One of Luke's standout qualities is his dedication to personalized service. He took the time to thoroughly assess my financial situation, tailoring his advice to align with my specific goals and risk tolerance. This level of attention to detail set him apart from other advisers I've worked with in the past. It's evident that Luke genuinely cares about his clients' success and goes above and beyond to ensure their financial well-being.
Luke's strategic approach to investment planning was instrumental in optimizing my portfolio. His recommendations were well-researched, and he kept me informed about market trends and potential opportunities. This proactive approach not only protected my investments during market fluctuations but also positioned them for growth over the long term.
Additionally, Luke's responsiveness was remarkable. Whether I had a quick question or needed in-depth analysis, he consistently provided prompt and thorough responses. This level of accessibility gave me peace of mind, knowing that I had a dedicated adviser who was always there to address my concerns.
In conclusion, Luke has exceeded my expectations as a financial adviser. His knowledge, communication skills, personalized approach, strategic insights, and responsiveness make him an invaluable asset to anyone seeking expert financial guidance. I wholeheartedly recommend Luke to anyone looking for a top-notch financial adviser who truly cares about their financial success. Thank you, Luke, for your outstanding service!
Luke has extensive knowledge in all areas relating to retirement planning and spending which is VERY important to my needs.
- Adviser status Silver
- Number of reviews 8
- First year providing advice 2016
- Years of experience 7
- Bachelor of Arts
Aegis Financial PlanningLevel 13, 307 Queen Street
Brisbane, QLD 4000
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Alliance Wealth Pty Ltd