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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
Mornington Financial Advice

How does it work?

1

Financial Health Check

Undergo your Financial Health to take stock of where you’re at, where you want to go, and options for how to get there.

2

Full Financial Plan

If you then decide to develop a full financial plan with our help, follow the steps we outline to start the process.

3

Implement the Plan

After a comprehensive process of developing and accepting our recommendations, work with us to implement the agreed strategies.

4

Ongoing Review

In order to ensure your plan remains on track towards achieving your goals, meet with us on an ongoing basis to ensure things are going to plan.

5

Proactive Collaboration

We’ll reach out to you whenever anything needs to be addressed or adjusted to give you peace of mind that things will stay on track

6

Professional Support

It’s not just all formal meetings. Reach out to us whenever you need financial guidance and we’ll help however we can to ensure things are running smoothly.

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.

Middle aged women at her computer

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.

You need a financial roadmap you can control — Our Financial Health Check gives you a clear picture of where you stand and where you’re headed.

Book your Financial Health Check

Testimonials

K
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.

J
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

M
Maria
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Luke and his team and provided us with informed sound and professional advice which has helped us with our Super Fund and other financial matters. We highly recommend Advice Loop.

M
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! :)

B
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.

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.