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Our Rye 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 planners 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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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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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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Rory & Catherine
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From our initial appointment through to execution of the Financial Plan, Luke and his team provided professional, thorough & personnel service in keeping with our age and financial goals.
The positive growth so far is most pleasing and we have no hesitation in recommending Advice Loop.

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Melissa
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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! :)

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Graeme
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We recently had the pleasure of working with Luke Dean at Advice Loop, and I couldn’t be more impressed with the experience! From our first meeting, he took the time to truly understand our financial goals and provided tailored advice that was easy to understand.

What stood out to me was his transparency and dedication. He explained complex concepts in a clear manner and create a personalized plan that fits our needs.

Thanks to Luke, I feel more confident about my financial future. I highly recommend him to anyone looking for a knowledgeable and trustworthy financial advisor!

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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.