Our Mornington 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
Luke is like an extended family member who actually knows what he is talking about on financial issues! He has been great to deal with and is always a phone call away if I need any information.
I recommend the team at Advice Loop highly.
I would highly recommend Luke and the Team at Advice Loop. They continue to be professional and knowledgeable in regards to all of our financial needs. They go above and beyond to make sure that we are comfortable and happy with all decisions and they keep us informed with any updates. We look forward to maintaining their services for a long time.
Luke was so comprehensive in his presentation. He listened to us, our situation, our values and our goals and presented his proposal in line with these factors. We were met with the utmost professionalism and feel supported in our new financial plan. Thank you to the team at Advice Loop.
Luke and the team at Advice Loop recently set up a self-managed super fund for myself, my business partner and our partners. His knowledge was fantastic, the team worked quickly, and the outcome was very positive. Thanks again for all your help, we look forward to working with the Advice Loop for many years to come.
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.