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

The best place to start is by booking in a “Financial Health Check” where you’ll gain a clearer picture of where you stand and where you’re headed. We’ll discuss your cashflow, debts, super, investments, insurance and goals to uncover gaps and opportunities. With the resulting clarity, we’ll be able to help define your goals and outline what you need to address to meet them.

Book Your Financial Health Check

Why choose us?

Self-licensed planner

We are self-licensed financial advisers, which means we have no ties to particular products and are free to offer genuine, helpful advice that’s customised to you.

Industry expertise

With 10 years’ experience servicing the community, and memberships with the Self Managed Super Fund (SMSF) Association and the Financial Planning Association of Australia, our clients are in very capable hands.

Progressive approach

Naturally, we follow tried-and-tested financial planning methods — but we don’t use the same approach for every client. We tailor our solutions based on your unique circumstances and situation.

Network of professionals

As well as our core team of financial advisers, we have relationships with credible groups of professionals, including accountants, finance brokers and lawyers.

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

Our philosophy

We’re financial advisers — 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.

Find out more

Testimonials

Rob

I found Luke from DFG Wealth very easy to get along with the 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 concern. I feel at ease having him as an financial advisor. Rob

Rory & Catherine

From our initial appointment through to execution of the Financial Plan, Luke and his team provided professional, thorough & personnel service in keeping with our age and financial goals.
The positive growth so far is most pleasing and we have no hesitation in recommending Advice Loop.

Jai

Luke and the team at advice loop are the absolute best in financial planning. We came to him with a scenario and multiple issues and from our first consultation, Luke was already solving all our problems. We never could have completed the finanical changes and improvements without Luke and the team. We will continue to work with them for years to come. We can’t recommend them enough

Megan

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.

Michael

Luke is excellent. Speaks on our level, gets our situation and goals, understands our strategy and is spot on with his advice. Highly recommend him and have referred family to him as well.