Super, Investments - 9 min read
Over 15 years in the financial services and private wealth management industry helping individuals and families understand where they are today and mapping a plan to achieve where they want to be in the future. Providing advice that reduces financial complexity with empathy, critical thinking and regular communication at the heart of this process.
When Luke isn’t advising his clients, he enjoys spending time with his young family, travelling, having a bash on the tennis court and balancing the office with the great outdoors at every opportunity.
Over 15 years in the financial services and private wealth management industry helping individuals and families understand where they are today and mapping a plan to achieve where they want to be in the future. Providing advice that reduces financial complexity with empathy, critical thinking and regular communication at the heart of this process.
Over 15 years in the financial services and private wealth management industry. Providing advice that reduces financial complexity for clients with empathy, critical thinking and regular communications at the heart of this process. Ultimately providing confidence, peace of mind and the freedom to spend time on the more important things in life. This is done in an environment where privacy and discretion are paramount. Key areas of focus are retirement income streams, superannuation, risk management and investment advice in various economic scenarios and market conditions.
Super, Investments - 9 min read
Welcome back everyone. In the sixth and final part of my blog series, I want to discuss something that affects all of our financial journeys: Superann...
Super - 7 min read
What is superannuation? When can I start claiming my funds? How does superannuation work if I’m self-employed? When it comes to retirement, questions ...
Essential strategies you need to know.
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