Luka Financial Pty Limited

He specialises in Self Managed Superannuation Funds, Strategic Financial Advice, Retirement Planning, Investments, Personal & Business Insurance, Aged Care, Centrelink and Debt Management. Nicole McKinnon is the Financial Planning Assistant and has been in the Financial Planning industry for more than 14 years, holding an Advanced Diploma in Financial Planning. Kristy Evers is the Paraplanner for the team with 15 years of industry experience across a variety of roles, and has a Diploma of Financial Planning.

Luka Financial provides clear, personalised financial advice with a core focus on helping pre-retirees and retirees plan, transition into, and enjoy retirement with confidence. Luka Financial offers services including investment advice, superannuation and SMSF strategies, personal and business insurance, Centrelink assistance, aged care planning, and business succession solutions.

Planning for retirement and managing superannuation brings people to Luka Financial, and the feedback points consistently to the depth of expertise within the practice. Nicholas, mentioned frequently, and Nicole are credited with translating complicated financial matters into straightforward language, particularly superannuation, so that clients understand where they stand. A theme running through the accounts is accessibility: meetings are arranged around travel commitments, and the team is described as ready to assist whenever needed.

Clients report feeling heard, acknowledged and supported, with their changing circumstances understood rather than handled generically. The practice is said to advise people from varied backgrounds and stages of life, and one longstanding client remains content with guidance received since first engaging. Assistance with forward planning is singled out for praise, as is the professional manner in which it is delivered. Several clients state their intention to continue drawing on the firm's counsel well into the future, indicating lasting confidence in both the reliability of the team and the clarity of the recommendations provided.