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Our Mount Eliza 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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Mornington Financial Planner

How can we help?

Best place to start

Financial 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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Why choose us?

1

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.

2

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.

3

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.

4

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.

Secure your financial future today!

Book an appointmentContact us if you’d like to learn more
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.

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Testimonials

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Steve
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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.

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Bridget
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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.

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Kristen
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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.

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Denise
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Very supportive and knowledgeable with their service and assistance. I recommend this business for your finance needs.

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Michael
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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.