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Our Red Hill 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) β€” 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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Financial advise being given to a business client interested in setting up an SMSF

Our philosophy

We’re financial advisers β€” 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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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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Jai
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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

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Rob
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I found Luke from DFG Wealth very easy to get along with the 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 concern. I feel at ease having him as an financial advisor. Rob

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Kulraj
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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.

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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.