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

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.

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.

Maria

Luke and his team and provided us with informed sound and professional advice which has helped us with our Super Fund and other financial matters. We highly recommend Advice Loop.

Melissa

We recently saw Luke and his team as my husband and I were wanting to switch to a Self Managed Super Fund, purchase a property with our superannuation and wanted some general financial advice. We had our first meeting with Luke we knew instantly that we had struck gold. He was exactly what we had been looking for and in that meeting alone he saved us thousands of dollars with his advice and plan for our future. I could not recommend Luke and the Advice Loop team highly enough. We’ve already sent multiple people his way. Life changing, literally! :)

Graeme

We recently had the pleasure of working with Luke Dean at Advice Loop, and I couldn’t be more impressed with the experience! From our first meeting, he took the time to truly understand our financial goals and provided tailored advice that was easy to understand.
What stood out to me was his transparency and dedication. He explained complex concepts in a clear manner and create a personalized plan that fits our needs.
Thanks to Luke, I feel more confident about my financial future. I highly recommend him to anyone looking for a knowledgeable and trustworthy financial advisor!