Envision Financial Planning Canberra

Name: Envision Financial Planning Canberra
Address: 52 Townshend Street, Phillip, ACT, 2606, AU
Telephone: (02) 6260 4749
Price range: $$$
Rating: 5

Plain-English financial guidance for a smarter financial future.

5(5 reviews)

accountant

$$$

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About

Envision Financial Planning Canberra offers financial planning and consulting from Suite 2 44/52 Townshend St, Phillip ACT 2606, Australia. Clients praise Luke Smith for plain-English explanations on superannuation, investments, and estate planning, with professional, personalized guidance. The welcoming office staff and clear strategies help clients move toward their financial goals.

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Location

Suite 2 44/52 Townshend St, Phillip ACT 2606, Australia

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Information

52 Townshend Street

Phillip, ACT, 2606

(02) 6260 4749 www.envisionfinancial.com.au/

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Services

Superannuation & Retirement Planning

Expert guidance on superannuation options and strategies to secure your retirement.

Investment Strategy Development

Personalized investment plans to grow your wealth and achieve financial goals.

Estate & Trust Planning

Comprehensive estate planning services to protect your assets and legacy.

Financial Consultation & Advice

One-on-one consultations to address all financial questions and create tailored plans.

Insurance Planning

Advice on insurance options to safeguard your financial future and family.

5.00 · 5 reviews

Overall rating

_ Rousey

via Google

· 10 months ago

After listening to Luke for several months on 2CC talk show 'Money Matters', and watching his YouTube channel 'The Strategy Stacker', we were impressed with how well he explains things in plain english and covers an array of financial topics of interest to us. He definitely knows a lot about everything, and is very passionate about what he does. Even though we went in with a plan, and a few strategies seeking validation, he threw a curve ball at us which really favoured our situation. Totally recommend Luke for all/any of your financial matters - he will steer you in the right direction, even beyond your expectations. And a shout out to the ladies in the office...they were so welcoming and friendly.

Paul McAlister

via Google

· 10 months ago

Luke was totally professional and he made the whole superannuation and investment strategy straight forward and easy to understand. I would have no hesitation in recommending him to anyone seeking guidance and direction in this area.

Chris Riley

via Google

· 11 months ago

We had our initial meeting with Luke at Envision Financial recently. We found the session very informative and helpful in planning for our later years in the workforce leading into retirement. We also touched on estate/trust planning which I would thoroughly recommend.

Kim campbell

via Google

· 1 year ago

Totally enjoyed my appointment with Luke. I had a list of about 30 questions. He already had my info regarding my financial situation so he started providing what he thought was relevant information. Well by the time he had finished he had already answered all of my pre prepared questions. So then we just went over some points I wasn’t 100% clear on. He was very patient and explained things clearly, in an easy to understand manner. I was told about Luke from my friend, she hadn’t been yet and was waiting for me to go first to see “if it was worth it” I was so excited to ring her back and share my information with her. I also referred my best friend prior to my appointment, just based on the YouTube videos I had watched. She has already been and was as happy as me. I have no hesitation in recommending Luke to anyone needing to tap into his knowledge. Great experience. Thanks Luke

Purea Purea

via Google

· 1 year ago

I recently had the pleasure of consulting with Luke Smith of Envision Financial Planning, and I was thoroughly impressed with the exceptional service and expert guidance he provided. Luke took the time to thoroughly understand my financial situation and provided me with a clear and concise explanation of my superannuation options. His expertise and knowledge helped me make informed decisions about my financial future. I highly recommend Luke Smith to anyone seeking professional and personalized financial advice. His professionalism, communication skills, and dedication to his clients' needs are truly outstanding. Rating: 5/5 stars Cheers, Purea

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