Luke Kidd

Aegis Financial Planning

Gold

9 Yrs Experience

Brisbane, QLD 4000

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With more than seven years of expertise in the financial industry, I specialize in offering comprehensive advice in superannuation and retirement planning, PSS defined benefit schemes, investments, personal insurance, and aged care solutions.

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 that good financial advice has the power to dramatically change people’s life for the better. My approach focuses on simplifying complex issues, guiding clients through their unique circumstances, and helping them pave a path towards their financial goals.

Beyond my financial expertise, I am passionate about visual art and music and enjoy spending time outdoors with my family.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Redundancy
Aged Care
Cashflow & Income
Tax Strategies
Growing Assets
Budgeting

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.

5.00 November 2024

Luke and the family have managed my financial matters since retirement over 20 years and through Aegis Financial Planning have continued to provide sound advice and management of our funds. I have found Luke to be very approachable and the financial advice has provided comfort and confidence in averting rash decisions in times of adverse market conditions. We would highly recommend Luke and the team to any future client.

5.00 October 2024

My experience with Luke has been outstanding. Before coming to Luke, my knowledge of superannuation, SMAs, and general investing was close to zero. What I really enjoy about Luke's advice is the way he is able to explain many complex topics in detail in a way I can easily understand. I always feel richer with knowledge after our conversations, and armed with knowledge to make great investment desicions. He is able to easily match my investement and superannuation goals with corresponding products. My general undertsanding of surrounding economic topics has also grown. I recommend Luke and his advice to friends, family, and clients and cannot thank him enough for the invaluable guidance he has provided now - and into the future I am sure!

5.00 October 2024

Luke has a thorough knowledge of all matters financial that involve our superannuation portfolio and his courteous and polite manner in dealing with us and our concerns is exemplary. He is always available whenever we need financial advice and his vast knowledge is greatly appreciated by us both. We would highly recommend him and his firm Aegis to any future clients.

5.00 June 2024

Luke is an excellent financial adviser. I have been with Aegis Financial Planning for several years, with Luke looking after my investments for the past few years. He has an excellent manner and takes the time to listen to my desired goals and match my investment to them. He also explains the rationale behind his advice very well, making it easy to understand. I have no hesitation in recommending Luke Kidd and Aegis Financial Planning for financial advice.

5.00 May 2024