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