Luke Mase

Inovayt Pty Ltd

Gold
6 Yrs Experience
West Melbourne, VIC 3003
I'm a Financial Planner with 6 years experience in the financial services industry. I enjoy building relationships with my clients and working together to ensure that their needs and objectives are met. The most rewarding aspect of my job is empowering people to take control of their finances and giving them the confidence to do the things they enjoy the most.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • 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 4.75
  • Number of reviews 43
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Inovayt Pty Ltd

Suite 201, 55 Walsh St
West Melbourne, VIC 3003

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

4.75
43 Reviews
5
4
3
2
1
4.85
Clear communication
4.60
Knowledge & expertise
4.80
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 43

Sort by

5.00

"Luke is brilliant to deal with, he has given me advice in areas including loan products, super funds and managing debt. Luke was always available to answer any questions I had and 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 would highly recommend Luke to anyone looking for financial advice."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Luke was referred to us by a close friend and we couldn't be happier about the experience we have had in reviewing our superannuation and income protection, also seeking out and taking up affordable life insurance that meets our current situation. Honestly, we were a little hesitant at first, but that didn't last long as Luke made us feel very safe in the way he conducted the meetings and communicated with us. Luke provided all the information to us before sharing his expert advice. We always felt confident with Luke and respected his professional and expert knowledge. Luke has continued to provide support as needed and we look forward to a long standing professional relationship. Highly recommend having a chat with Luke."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Luke has given both my wife and I advice on insurance, superannuation and financial planning. Luke was very helpful, laid out all the options available to us and assisted us with selecting the right products for now and determining a strategy for our future. Luke is very approachable, patient, and knowledgeable, I have no hesitation in recommending him to others needing similar advice on achieving financial goals and determining insurance needs."

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

"My husband and I have been working with Luke now for about six months. We were looking for advice and guidance around how we should best invest and structure our current assets to provide us with the best potential for growth now to support an early retirement later. We have both found Luke to be well informed, thorough and feel comfortable that he got to know us, our current situation and where we would like to be and used all this information to form a comprehensive approach to finding the best investment struture for us. I would not hesitate in recommending Luke, he has been a pleasure to deal with."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We were delighted with Luke’s friendly manner and the ease of communication, even though we lived 3 hours away. His advice was easy to follow and made a big difference to our financial outcomes. Luke was able to set us up so we feel more secure about our future. A simple process which took very little time. We would highly recommend Luke for any financial advice."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Luke provided me with general advice on budgeting and finance as well assisted with setting up insurance. It gave me confidence that Luke was able to relate the advice back to my specific situation and I felt confident the advice was right for my needs. Luke was always quick to respond to any questions I had and I would happily recommend him to friends and family."

  • Insurance Protection
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Luke has given me advice in areas including loan products, self managed super funds and managing debt. Luke was usually 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 usually received Luke's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Luke was amazing, patient and understanding with the wisdom of someone much older than his years. The honesty was refreshing and the advise absolutely sound. We covered the spectrum of investments which although we had initial ideas were discussed an other more suitable options provided by Luke. Would highly recommend this young man, he was professional and knowledgeable throughout the process."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I could not be happier with Luke’s advise. He was able to help me understand where my money was being invested, sorted out my superannuation and organised my life insurance which is extremely important to me. Luke was very professional at all times, yet somehow managed to feel like a friend. Very easy to talk to and especially caring. Communication is of the highest level also. Any queries and he was straight on it. I could not recommend Luke Mase more. I’m very grateful for his assistance... would not have been able to do this alone. Thank you."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Luke is very approachable and professional and he has given both my husband and me advice on several areas to help us manage our money more efficiently. This has included help with our superannuation, cashflow and income, growing assets and our retirement. Luke is very patient and happily explains things more than once if necessary. He always follows up emails, usually within a couple of hours! We feel extremely confident with the knowledge he provides us and would confidently recommend his services."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 43

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce (Finance and Financial Planning)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2013

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2018

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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