Luke Smith

Envision Financial

Gold

18 Yrs Experience

Phillip, ACT 2606

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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.

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

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.

5.00 February 2020

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

5.00 November 2019

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.

4.75 November 2019

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 .

5.00 July 2019

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

5.00 June 2019

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
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

8:00am – 6:00pm Monday – Sunday

Alliance Wealth Pty Ltd

AFSL 449221

Luke Smith

Envision Financial

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Envision Financial

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Alliance Wealth Pty Ltd