Luke Marshall

KDM Financial and Estate Planning

Gold

8 Yrs Experience

Lutwyche, QLD 4030

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I specialise in providing advice to self-employed professional and small business owners, who have a desire to protect their families, their business and their income. I can provide holistic advice, including superannuation and retirement planning, and I specialise in Estate Planning.

I advocate and embrace a goals and objectives based financial planning process, to provide my clients with tailored and holistic financial advice.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Property Investment
Complex Investments
Expat Finance
Small Business Advice
Tax Strategies
Wills & Estates

5.00 August 2022

Luke was very quick to understand our financial situation, particularly those elements outside Australia; his logic, explanation and advice has always been clear and on the mark, and we work together to make steady progress down the agreed route with his continuing engagement, availability and clarity.

5.00 October 2019

Luke and his business are outstanding, every one needs an adviser and I recommend Luke highly. I have recommended my in-laws and mother to get advice from Luke.

5.00 September 2019

Luke has given us advice in areas including loan products, self managed super funds and managing debt. Luke was always able to explain things to us in a clear way. Through Luke's knowledge and experience, we felt very confident that the advice given was right for our needs. Luke made himself available to us whenever we required and went over and beyond to assist us.

5.00 June 2019

Luke has given my husband and I advice on our self managed super funds, shares and investments, tax strategies. Luke keeps us very well informed of his progress in all our financial matters via emails and meetings with my husband and I. Luke's attention to detail and his knowledge of financial matters, gives my husband and I great confidence in dealing with Luke.

5.00 June 2019

We are extremely happy with the advice Luke has given us. Luke is extremely attentive, professional, knowledgeable and is always available for questions and advice. I have had a great experience and have no problem recommending Luke. He is always been 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.

Adviser status Gold
Rating 4.91
Number of reviews 33
First year providing advice 2017
Years of experience 8
Highest qualifications
- Graduate Diploma of Applied Finance
- Certified Financial Planner (CFP)
Language spoken
- English