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Investing in your future

Advice Loop’s Financial Health Check will help you map out your ideal financial future — as well as the steps to get you there.

Book your Financial Health Check
Mornington Financial Advice
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Is this right for me?

A Financial Health Check is the perfect step if you:

  • Are at a stage in life where you’re financially established but looking ahead to see how you can leverage investment opportunities to preserve and improve your financial health.
  • Are starting to think more seriously about super.
  • Want to know the best plan for investing your hard-earned money.

Testimonials

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Megan
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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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Jonathan
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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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Kim
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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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David
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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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Rob
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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

Looking for more?

What will I get out of a Financial Health Check?

During a Financial Health Check, you and your adviser will get to know each other and create an outline of the areas you need to address in order to achieve your goals. We won’t make any specific, personal recommendations (these come with a deeper level of analysis), but you’ll get a broad idea of what you’re doing well, where you can improve, and the areas you need to address in order to get yourself on the right financial track.

I’m looking for a full financial plan. How do I go about that?

The Financial Health Check is the starting point. Following this initial step, you and your adviser might decide that you are ready to progress to a more in-depth level of service. Your adviser can outline the services they would recommend for you and give you an idea of the timeline and associated costs.

I have questions before booking — can I talk to someone?

You can book in a 15-minute obligation free phone call if you have some questions to ask before booking an in-person session. Click here to book in a time for a preliminary chat to find out more about our services and whether they’re right for you.

I’m not sure if I need a financial adviser just yet — what should I do?

Feel free to contact us to schedule a complimentary 15-minute phone call to determine whether you’re ready to speak to a financial adviser. You can click here to book in a time for a preliminary chat.