Our Mornington Peninsula 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 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! :)
Very supportive and knowledgeable with their service and assistance. I recommend this business for your finance needs.
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.
Used these guys to set up our SMSF. We were recommended to them from our accountant. Everything went to plan, ran smoothly. We gained knowledge and appreciated their honesty. Would absolutely recommend in the future.
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