Luke Andersen

Luke's professionalism, knowledge and advice in the areas of insurance, superannuation and managed funds, has positioned us to reach our financial goals. Through his clear and precise explanations, my wife and I have been able to understand all the details provided, so that we can confidentially make informed decisions. Through Luke's proficiency and experience, I feel very confident that the advice given is right for my needs. I have always received Luke's full care and attention when needed.

At the start both my partner and myself were very young in our financial journey and we have close to zero knowledge. But after meeting Luke, we have got better understanding and became more interested with this journey.

Luke gave my wife and I advice on planning for retirement and maximising our investment and tax benefits. He explained the whole advice strategy in excellent but understandable detail over several meetings. Questions via email from us are answered quickly and in simple terms. We are very confident Luke's advice is right for our needs and he continues to manage our needs in this regard on an ongoing basis.

Luke is very knowledgeable. He was able to provide a good overview of personal finance in a way that was easy to understand. He provided advice on personal insurance and was able to set us up with appropriate insurance.