Luke Smith

Envision Financial

Gold
18 Yrs Experience
Phillip, ACT 2606
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

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.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 96
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Advanced Diploma of Financial Services
  • Language spoken
    • English

Envision Financial

Suite 2, 44-52 Townsend Street
Phillip, ACT 2606

Opening hours

  • 8:00am – 6:00pm Monday – Sunday

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

4.95
96 Reviews
5
4
3
2
1
4.95
Clear communication
5.00
Knowledge & expertise
4.95
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 96

Sort by

5.00

"Well knowledge about the subject and convince the client. A professional approach"

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

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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 ."

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

"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"

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

"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."

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

"Luke is an excellent advisor , I recommend Luke to anyone who requires financial advise including insurance and managing debts . He is always available when I require any advise ."

  • Superannuation
  • Insurance Protection
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Lukes knowledge of strategies for my circumstances was excellent, giving me confidence that the processes in place will address current needs."

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

"The information Luke gave me was very good and he explained it very well. He was very patient and was more than happy to try and explain in different ways till I dd understand. Very good and easy talk to nothing was a bother."

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

"Luke has given me advice in areas including super, insurance and managing debt. Luke has a unique way of explaining things in plain language and if you are still unclear he will reinforce the message until you do understand. I have learnt an enormous amount from Luke in a short period of time and I am looking forward to his considered advice over the coming years as I head towards retirement."

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

"Luke is helpful and friendly and assists you to find the best products to suit your needs. He explains things clearly and makes sure you understand what he is talking about. Most helpful."

  • Superannuation
  • Retirement & Pension
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 96

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

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

Qualifications & Training

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2015

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Diploma of Financial Services

Level
5 - Diploma
Institution
Archer College
Completed
2006

Advanced Diploma of Financial Services

Level
6 - Advanced Diploma, Associate Degree
Institution
Archer College
Completed
2006

Professional Memberships

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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