Luke Smith

Envision Financial

Gold

21 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
Shares & Investments
Tax Strategies
Budgeting

Our first meeting fee is currently $440. We allow up to 90 minutes for this session as required.

4.75 February 2023

Luke communicates at a great level making complex advice easy to understand and process. Given our objectives, Luke and his team have tailored our Family Trust to meet our objectives and have tweaked and improved the mix of investments over the past 12 months.

I have been most impressed that in a volatile market, our investments have remained stable in comparison.

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

Adviser status Gold
Rating 4.96
Number of reviews 97
First year providing advice 2004
Years of experience 21
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