Work With Us
We help you achieve peace of mind by:
- Showing you how to protect what you already have.
- Developing comprehensive wealth creation strategies to ensure that you reach your goals.
- Ultimately providing a roadmap to ensure a comfortable life that extends well into your twilight years and helping the next generation.
The best place to start is by booking in for our Financial Health Check.
Book your Financial Health Check
Areas we specialise in
Planning Your Retirement
Enjoy peace of mind in retirement with strategies designed around your goals. Our financial advisers will ask key questions about your wants and needs and help you design the lifestyle you desire as you transition into the next stage of your life.
Leveraging SMSF and other complex strategies
As experts in Self-Managed Super Funds and other complex entities and strategies, we can help you put together a comprehensive plan that supercharges your business and investments through the use of a SMSFs, trusts, and other wealth creation tools — so that you can get on with doing what you do best.
Holistic Financial Planning
Your goals deserve more than quick fixes. By offering holistic, bespoke financial planning, rather than pre-fabricated advice, we’ll guide you through every part of your financial world: helping you grow, protect, and enjoy your wealth with confidence.
Is this right for me?
We’re the perfect Financial Advisers for those who:
Want peace of mind that they’ll lead a comfortable and fulfilling retirement and want to find out how to get there.
Want to take their Business and/or Wealth creation to the next level with the help of SMSFs or other complex structures.
Recognise the value of creating a comprehensive financial plan to secure their future and recognise that there are know shortcuts to financial success.
Testimonials
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! :)
I am extremely happy with the advice and service I received from Luke and Enisa at Advice Loop. Their advice and management of my savings has made me feel so much more secure as I approach retirement. I highly recommend Luke and his team to anyone looking for a financial advisor.
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.
From the first meeting, Luke immediately become an important part of our overall financial strategy. He has a wealth of knowledge, and works in the best interests of his clients and not for personal gain. Highly recommended.
Very supportive and knowledgeable with their service and assistance. I recommend this business for your finance needs.
Looking for more?
What will I get out of a Financial Health Check?
During a Financial Health Check, you and your adviser will get to know each other and create an outline of the areas you need to address in order to achieve your goals. We won’t make any specific, personal recommendations (these come with a deeper level of analysis), but you’ll get a broad idea of what you’re doing well, where you can improve, and the areas you need to address in order to get yourself on the right financial track.
I’m looking for a full financial plan. How do I go about that?
The Financial Health Check is the starting point. Following this initial step, you and your adviser might decide that you are ready to progress to a more in-depth level of service. Your adviser can outline the services they would recommend for you and give you an idea of the timeline and associated costs. We will credit you back the cost of the Financial Health Check session, which will be deducted from the cost of the development and provision of any further planning and advice given.
I have questions before booking — can I talk to someone?
You can give us a call on 03 5976 8426 or Click here if you have some questions to ask before booking an in-person session by submitting an enquiry.
I’m not sure if I need a financial adviser just yet — what should I do?
This is why we created the Financial Health Check as a first step towards sorting out your finances. Some people feel like they don’t need to go through the process of creating a full Financial Plan right now, and may just need some general expertise or guidance from an experienced Financial Adviser. So by paying a fixed, no-strings-attached fee for some initial guidance, this can fill the gap.