My Financial Design

Qualifications

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Reviews (1)

• Scott N

  Oneflare review

  17 Aug 2020

  We’re now excited about our financial future! Before coming to see Luke, we were a little apprehensive about what our future retirement might hold and scared by the unknown nature of it. Right from the start, Luke put us at ease with his personable approach and willingness to step us through the process of designing our own financial roadmap. Now we know we’re on track to have an enjoyable lifestyle once we choose to stop working in future years and can confidently say our finances are no longer daunting.

Frequently asked questions

• Do you have a favourite customer story you would like to share?

  I enjoy working with couples like Scott and Nina. They had been making good financial decisions, but were ready to take the next step and get more strategic and build out a personalised financial design to make sure they could fund a comfortable lifestyle for when the choose to stop working in the future. Now they know what their future looks like and can enjoy the road along the way to getting there.

• What do you like most about your job?

  I get a lot of satisfaction building really strong relationships with my clients, who are often clients for life. The better I know and understand my clients, the better my financial advice is. Helping people make good financial decisions, save them tax, build wealth for the future, set aside money for emergencies are some examples of how I go about doing my job.

Unique selling points

• Your financial roadmap should be optimised over time rerouted when ‘life happens’. This is why an ongoing partnership is essential to you staying on track.

• You want someone who speaks your language. We won't beat around the bush or waste time speaking industry-jargon & find our clients appreciate this approach.

• We don’t believe your postcode should determine the quality of your advice, so we offer video meetings for those who are a little further away.

• We custom-design your pathway forward so that it fits and reflects you. We find out what’s important to you and everything happening in your world.

• Every person is unique and so is your financial journey. At My Financial Design we refuse to apply a cookie-cutter approach.