About us and our approach to helping you
You deserve to have confidence and clarity in your financial future and a roadmap to get you there. Too many people live in the dreaded ‘financial fog’ and just hope everything will work itself out one day.My Financial Design exists to remove that fog and design your personalised financial roadmap so you can have a comfortable lifestyle once you choose to stop working.
My Financial Design is a local family owned business committed to putting you first and providing you with transparent quality advice.
Meet Luke, your qualified Financial Adviser and Director
Financial Adviser | Director
- Bachelor of Commerce in Financial Planning & Investment
- Diploma of Financial Planning
After years of working in financial advice, Luke saw a need to help people both now and into the future. Too many financial planning firms are bogged down looking back and fixing issues from the past, with some looking to sell up shop altogether. You want confidence that your financial adviser is future focused and here for the long-term.
Luke sits in the sweet spot of having both years of experience behind him as well as years of longevity in front of him. If you want an adviser who is going to be here long into the future (not with one foot out the door), then Luke is the adviser for you.
Luke believes you deserve to have confidence and clarity in your financial future and a roadmap to get you there. Too many people live in the dreaded ‘financial fog’ and just hope everything will work itself out one day. Luke established My Financial Design to remove that fog and design your personalised financial roadmap so you can have a comfortable lifestyle once you choose to stop working.
Known for speaking a language his clients understand, Luke has a down-to-earth approach and enjoys connecting on a personal level to help his clients move forward in their finances. At the end of the day, My Financial Design exists to make a difference in the lives of others.
Following the attainment of his Bachelor of Commerce in Financial Planning and Investment in 2003, Luke entered the financial planning industry in 2004. He has had a wide variety of experience, working within a number of financial planning businesses, culminating in the establishment of My Financial Design. With a desire to continuously improve his professional skills, Luke has also gone on to complete additional financial planning qualifications in recent years.