Envision Financial Planning Canberra

We are very thankful for the advice provided by Luke! Explains things in a language that is easy to understand! Would definitely recommend for financial advice!

A massive shout out to Luke at Envision Financial Planning Canberra. He’s the author of Smart Money Strategy and host of the popular Podcast The Strategy Stacker. He has extensive knowledge and expertise in financial planning and strategies to grow and protect wealth and provides practical and achievable advice. He simplified the complexity of making retirement a reality and provided such valuable and essential advice about estate planning. He is so generous with his time, thoughtful in his approach and genuinely committed to ensuring his clients feel informed, confident and supported in their decision making and allows space for you to properly consider and understand your options. I’m incredibly grateful for the recommendation from a trusted friend to see Luke and would not hesitate to recommend him to anyone seeking high quality financial advice.

Fantastic service provided by the team and Luke at Envision financial. Would always recommend. We covered so much in our initial meeting and I have always appreciated his prompt follow up on next steps or when required. Luke is very knowledgeable and personable. Thanks for another great meeting! I’d give 10 stars if I could.

I appreciate immensely how Luke listens to goals, understands where we come from, educates as required and shoots straight. Our second meeting and I look forward to the third. My wife and I feel confident with our decision made from the meeting. Thanks!

Luke is a genuine gem! He is very knowledgeable, enthusiastic, honest, thorough and sincere in guiding and teaching clients about retirement options. I have previously visited other financial advisors and Luke outshone them all. It was well worth the wait of 5 months to have an appointment with him!

After listening to Luke for several months on 2CC talk show 'Money Matters', and watching his YouTube channel 'The Strategy Stacker', we were impressed with how well he explains things in plain english and covers an array of financial topics of interest to us. He definitely knows a lot about everything, and is very passionate about what he does. Even though we went in with a plan, and a few strategies seeking validation, he threw a curve ball at us which really favoured our situation. Totally recommend Luke for all/any of your financial matters - he will steer you in the right direction, even beyond your expectations. And a shout out to the ladies in the office...they were so welcoming and friendly.

Luke was totally professional and he made the whole superannuation and investment strategy straight forward and easy to understand. I would have no hesitation in recommending him to anyone seeking guidance and direction in this area.