My Financial Design | Financial Adviser Wynnum 182 Bay Terrace, Wynnum, Queensland 4178

"Luke helped me with a full review of my financial position, and it’s been incredible! After an overwhelmingly average past experience, I put reviewing all ‘that stuff’ in the too hard basket. Luke is patient, kind and thorough, all while humanising his approach – something that instantly put me at ease! We took our time to make sure that the strategy Luke devised was fit for purpose and gives me confidence that my future is far more secure. I’m really grateful for Luke’s understanding and I’m looking forward to us continuing to work together."

"After conducting significant research into a suitable financial advisor, we decided on Luke at My Financial Design based on his numerous positive reviews. Following the purchase of our first home, we wanted to start planning for the future with sound financial guidance. This included investments and savings, family planning, health and disability insurance and super. From the first meeting with Luke, he always made us feel confident we were in safe hands. He took the time to understand our financial goals and tailor a specific strategy for us. He made a difficult task look simple. We appreciated his patience with taking the time to explain the complexities around insurance, disability cover, super and investing. Luke’s ability to explain complex financial structures and models ensured we were always able to make informed decisions relating to our financial strategy. With our portfolio up and running, we are extremely happy with where everything has landed. Luke has removed the stress that comes from financial uncertainty and would highly recommend his services to anyone."

"We sought Luke's help to review the insurance policies my wife and I have in place to see if there were better options available to us (Life, Total & Permanent Disability, Income Protection, Trauma insurances). Luke listened attentively to understand our financial situation, stage of life and needs throughout the process which made us both feel as though he completely understood our requirements. The policies that Luke selected for us perfectly suited our needs and we now feel financially protected if something were to ever happen to us thanks to his work. Thank you Luke for your support and we would recommend him to anyone who needs the support of a Financial adviser."

"After recently retiring I needed financial advice and planing for my future, I researched financial planers and found Luke from My Financial Design in my area. We worked together on what my requirements were and my expectations going forward, if found his knowledge to be exceptional and easy to understand for layman like myself. I’m now confident in my financial future that Luke and I have put in place. I would highly recommend Luke to all my family and friends as he is a joy to work with. Thanks again Luke"

"Prior to meeting with Luke, we felt lost with how to deal with our money. We are fairly young and we knew we wanted to invest however we didn’t know how, or how much to invest. We had money however we knew we weren’t spending it smartly. We had no idea about life insurance, superannuation, wills etc. but knew we should probably sort that all out. We were very nervous to meet with someone we didn’t know about such an important and what we thought was a scary/serious matter. Luke put us at ease with his friendly and thorough approach. He explained everything carefully and answered all of our questions very knowledgeably. We felt very comfortable with Luke handling our finances and he made us feel like we were his only clients. We now have goals to work towards and we are finally confident with our financial situation. Thank you Luke!"