With over 10 years of experience and working with a wide range of clients, I know the benefits good advice can provide. Most people only plan for a tax deduction but I help my clients plan for a lifestyle. Working together & putting in place good behaviours, financial planning helps my clients reach their goals more confidently. I am also passionate about making sure clients understand the advice they’re being given before they act. I appear weekly on 2CC Talking Canberra, discussing financial planning issues. Catch up on the podcast at 'The Strategy Stacker - Luke Talks Money' on Apple Podcasts. Working with my clients as part of their team makes my job very rewarding.
Envision Financial is happy to meet with new clients to confirm if we are able to assist them with their overall objectives. If we are able to provide advice this would be discussed and agreed with the client on a fee for service basis that is impacted by the needs of each individual situation.
Well knowledge about the subject and convince the client. A professional approach
Luke provided concise and clear advice every time. He assisted us with insurance that provided major cost savings whilst providing the same type of cover as a previous provider. Luke also gave sound and achievable advice in relation to retirement planning. Highly recommend Luke and his staff for all types of financial advice.
I’m recommend him to my friends because he helped me to pick the best income protections plan with in my budget and cover our needs .
The above sais it all for me.Glad I made the move to Luke and feel a lot more comfortable with him than our past advisor
Luke has helped to set myself and husband up with a more improved super fund, income protection and life insurance, which will enable us to the things we wish to do upon retirement. Luke explained all our options in a very clear and knowledgeable way, and followed up on things when needed. We feel very confident in Luke and his team to look out for our best interests.
- Adviser status Gold
- Number of reviews 96
- First year providing advice 2004
- Years of experience 18
- Advanced Diploma of Financial Services
Envision FinancialSuite 2, 44-52 Townsend Street
Phillip, ACT 2606
- 8:00am – 6:00pm Monday – Sunday
Alliance Wealth Pty Ltd