Our Frankston South financial advisors provide our 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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How can we help?
Best place to startFinancial 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) — 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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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 moreTestimonials
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!
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.
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.
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
From the first meeting, Luke immediately become an important part of our overall financial strategy. He has a wealth of knowledge, and works in the best interests of his clients and not for personal gain. Highly recommended.