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Deborah, 65+ years, Ivanhoe, VIC
"Luke is doing a great job overseeing my Mum's superannuation funds."
- Superannuation
Bob, 65+ years, Runaway Bay, QLD
"I find Luke very informative and eased my mind on quite a few subjects."
- Superannuation
- Retirement & Pension
Cory, 65+ years, Kepnock, QLD
"Easy to talk with.provided confidence in financial strategy and options for the future"
- Superannuation
- Budgeting
Review history
Cory, 65+ years, Bundaberg Central, QLD
"Luke is very professional and uses language that is easily understood. He displays a good knowledge of the superannuation area and provides information re maximising income. Very happy with his service."
Donald, 65+ years, Nundah, QLD
"Talks on a level and at a speed and way of expression which I can easily understand."
- Superannuation
- Retirement & Pension
- Tax Strategies
- Wills & Estates
Graham, 65+ years, Victoria Point, QLD
"Understands my situation and tailors advice accordingly"
- Superannuation
Kerrie, 65+ years, Tewantin, QLD
"Always feels personal and Luke pays attention to any queries or concerns no matter how small or inconsequential. He is able to respond in lay terms and explain my situation clearly and it has always been with clear and good advice.
Thankyou, thankyou."
- Government Assistance
- Superannuation
- Retirement & Pension
- Cashflow & Income
- Budgeting
Kerry, 65+ years, Pomona, QLD
"Luke is clear and unambiguous with the advice he provides and is able to provide insightful and easily understood explanations for complex financial matters. He engenders confidence in his knowledge of the wider financial landscape."
- Superannuation
- Retirement & Pension
- Shares & Investments
- Property Investment
- Cashflow & Income
Roger, 65+ years, Wakerley, QLD
"Luke and the team always have our best interests in mind and have helped us achieve our financial goals."
- Government Assistance
- Superannuation
- Retirement & Pension
- Redundancy
- Small Business Advice
- Tax Strategies
John, 65+ years, Redcliffe, QLD
"I have been interacting with Luke and before him his father Andrew for many years. I have always been confident in the advice given to me. Luke communicates very well and ensures I understand what he is communicating to my wife and myself."
- Government Assistance
- Superannuation
- Retirement & Pension
- Cashflow & Income
Review history
John, 65+ years, Redcliffe, QLD
"I have faith in the information that Luke has given to me. Luke communicates to me in language my wife and I can understand."
Christopher, 56 - 65 years, Holland Park West, QLD
"Luke clearly outlined the preferred strategy for Julie and I and advised on the reasoning behind it in terms of ensuring our portfolio is balanced in terms of the level of risk we are comfortable with."
- Superannuation
- Managing Debt
- Retirement & Pension
- Redundancy
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Shares & Investments
- Financial Hardship
- Redundancy
- Aged Care
- Property Investment
- Cashflow & Income
- Complex Investments
- Socially Responsible
- Small Business Advice
- Borrowing
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting