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Envision Financial
52 Townshend Street, Phillip Australian Capital Territory 2606
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About Envision Financial
Welcome to Envision Financial, located at 52 Townshend Street, Phillip, Australia. We are a leading institution specializing in accounting, establishment, finance, insurance agency, and are a point of interest in the financial industry.
At Envision Financial, we understand the importance of financial planning and its impact on your future. That's why we have our very own Luke Smith, who hosts a weekly segment on Talking Canberra 2CC with Leon Delaney, discussing all things financial planning every Friday from 4.30pm. Tune in to get valuable insights and advice on how to protect yourself and your family during rainy day situations.
If you're looking to expand your knowledge on financial planning strategies, we highly recommend Luke's new financial planning strategy book. It's a great resource to help you gain a deeper understanding of various financial planning techniques.
As our name suggests, we are here to help you envision and realize the future you desire. We understand that managing your finances can be complex, and sometimes, you may make the wrong decisions simply because you don't have all the information. That's where we come in. Our team of experts can provide you with personalized financial advice to help you plan for a more confident financial future.
Envision Financial Services takes the time to truly understand your needs. We believe that every individual's financial situation is unique, and we tailor our services to meet your specific goals and objectives. Whether you need assistance with tax planning, investment strategies, retirement planning, or insurance solutions, we have the expertise to guide you every step of the way.
Envision Financial Services Pty Ltd, with ABN 73 584 502 833, is a Corporate Authorised Representative (No. 1239375) of Alliance Wealth Pty Ltd. We are proud to be affiliated with Alliance Wealth, an Australian Financial Services Licensee with ABN 93 161 647 007.
Lastly, we are excited to introduce the Strategy Stacker™, a trademark of Envision Financial Services. This innovative tool will revolutionize the way you approach financial planning, allowing you to stack and prioritize your strategies for maximum effectiveness.
Thank you for visiting our website. We invite you to explore our various services and discover how Envision Financial can assist you in achieving your financial goals.
Photos of Envision Financial
44/52 Townshend St, Phillip ACT 2606, Australia
Opening hours of Envision Financial
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Envision Financial
"Luke offered us exactly the advice we were looking for. He was generous with his time and sharing his understanding of how certain strategies could help us based on our current financial position. Absolutely worth the price of entry. We will be booking in with him again when the next step in our financial journey could use some specialised financial insight and perspective. Also, he is just a great all round funny and genuine bloke that understands families and the best way to secure financial freedoms and a life to be enjoyed."
"I came upon Luke by accident: I read his book, not knowing he was a financial adviser in my local area. The book was written in such a way that I easily understood the messages - he spoke my "simplistic" financial language! And so, I tracked him down. I asked if he could de-mystify for me this strange creature known as "superannuation". In a one-hour appointment, he not only de-mystified super, but gave me a financial investment lesson like I had never experienced before. Luke is commonsense, and easy to chat with. He knows his stuff and has certainly made a positive impact on my financial well-being!"
"Highly recommend Luke & his team @ Envision Financial. He took the time to understand our situation & find the best fit. He was generous with his time & his knowledge is outstanding. The work done by the entire team to assist in the establishment of plans & funds is extremely helpful. Cannot recommend them highly enough."
"It is true. "You don't know what you don't know"! If you need down to earth advice on your financial strategy, go and see Luke at Envision Financial. Easy to understand and all spelled out for you. I would recommend Luke to anyone. I have used other financial advisors in the past but they were not a patch on Luke. Don't listen to the water cooler chat at work. Go and see Luke!! Thanks Luke what you have done for us has saved us 000s in tax and eased us to a long and "do whatever we want" retirement. Fantastic!"
"Luke Smith asked me to write a review and I'm only too happy to do so. Luke has been looking after my finances for over 6 years. He is interested and engaging, and he spends the time to explain. It's clear to me he listens as his advice takes into consideration not only my financial position, but the level of risk I'm comfortable with and my goals for the future. Both Luke and Barbara make me feel that my account is valued and the time they give to me is never rushed and of high quality. If you are looking for a financial advisor you would do well to give Luke and his team a call. I have no hesitation in recommending Envision Financial to you."
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