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Our financial advisers provide the local community with bespoke strategies for financial freedom.

Advice Loop can help you build wealth and secure your financial future. We offer obligation-free consultations with our financial advisers to discuss how to reach your goals.

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Mornington Financial Planner

How can we help?

Best place to start

Financial Health Check

We provide a tailored Financial Health Check with our experienced financial advisers. We look at where you are now in your business or personal life, compare it with where you want to be and help you identify how to get from A to B.

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Leverage an SMSF for your business

Let us help you put together a comprehensive plan that supercharges your business through the use of a self-managed super fund (SMSF) β€” so that you can get on with doing what you do best.

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Plan Your Retirement

Planning for retirement can be a stress-free process. Our financial advisers will ask key questions about your wants and needs and help you design the lifestyle you desire as you transition out of your working life.

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Financial advise being given to a business client interested in setting up an SMSF

Our philosophy

We’re financial advisers β€” but we know that at the end of the day, financial planning isn’t really about money. It’s about identifying the kind of life you desire and then setting yourself up for that lifestyle through careful planning and forethought. It means putting the steps in place to make sure you have the resources for a life that’s fulfilling and stress-free.

We have experience across a diverse range of financial areas, but we specialise in self-managed super funds (SMSFs) because we recognise the unique financial opportunities available through SMSFs. Our Principal Financial Adviser has earned the SMSF Association’s “SMSF Specialist Adviser” accreditation.

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Luke has managed our family’s financial planning needs for more than 5 years. He has provided informed and relevant advice, helping us to achieve our goals. The team at Advice Loop are very professional and extremely helpful with educating us on the most suitable options for our needs. I highly recommend Advice Loop.

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A big thank you to Luke and the team at Advice Loop for your professional and timely advice in establishing our Self Managed Super Fund. Easy to deal with, friendly and responsive. Advice Loop has great insight into investment options and has also guided us through our interest in purchasing shares and planning for the future.

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My husband and I have been clients of Luke for several years now. If ever I have a question all I have to do is call and as soon as possible, Luke will make contact with advise, to the best of his knowledge. We are heading into early retirement and value all Luke has to say in regards to superannuation and aged pension. We highly recommend Luke Dean and his team at Advice Loop.

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I have been dealing with Luke since 2015 around Personal Financial, Superannuation and Insurance advice and services and have always found the information and service provided unique and suitable to my and my family’s particular circumstances at the time. I would and have highly recommended him to friends, family and colleagues.

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I found Luke from Advice Loop very easy to get along with. He most certainly knows what he’s talking about. I can contact him if I ever have a problem and he will sort it out for me or answer my concerns. I feel at ease having him as a financial advisor. Rob