You deserve to have clarity and confidence in your financial future and a roadmap to get you there. Too many people live in the dreaded ‘financial fog’ and just hope everything will work itself out one day. I established My Financial Design to remove that fog and design your personalised financial roadmap so you can have a comfortable lifestyle once you choose to stop working.
Reach out and connect to start a conversation about designing your personalised financial roadmap.
I am known for speaking a language my clients understand with a down-to-earth approach and I enjoy connecting on a personal level to help my clients move forward in their finances. At the end of the day, my work at My Financial Design is to make a difference in the lives of others.
After years of working in financial advice, I saw a need to help people both now and into the future. Too many financial planning firms are bogged down looking back and fixing issues from the past, with some looking to sell up shop altogether. You want confidence that your financial adviser is future focused and here for the long-term. I sit in the sweet spot of having both years of experience behind me as well as years of longevity in front of me. If you want an adviser who is going to be here long into the future (not with one foot out the door), then I am the adviser for you.
Following the attainment of my Bachelor of Commerce in Financial Planning and Investment in 2003, I entered financial planning in 2004. I have a wide variety of experience, having worked in a number of financial planning businesses, culminating in the establishment of My Financial Design. With a desire to continuously improve my professional skills, I have gone on to complete additional financial planning qualifications in recent years.
Luke helped me to close an old super account of my late partner from which I was receiving a set amount each month. The balance of the account was almost nil and I needed to have a record of this closure for Centrelink to adjust my pension. Luke was patient with my lack of understanding of what this entailed, he kept me up to date with how the process was progressing and he was always quick to respond to my queries. I was confident he would sort out my problems.
Luke is always able to provide the most up to date and informative financially sound advice and direction on a multitude of investment products, relevant growth strategies and account management. He is always reliable and professional and has a wealth of knowledge and experience in property and investment diversification as well as debt management and cashflow strategies. I would greatly recommend and is a well received asset to any serious investor.
- Adviser status Silver
- Number of reviews 2
- First year providing advice 2018
- Years of experience 5
- Bachelor of Commerce (Financial Planning and Investments)
My Financial Design182 Bay Terrace
Wynnum, QLD 4178
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Gps Wealth Ltd