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My Financial Design

(1)

Completed 1 job on Oneflare

ABN

66 638 994 153

Business contact details

Address:Wynnum, QLD

Website:http://www.myfinancialdesign.com.au
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Opening hours

Friday:

9:00 AM – 5:00 PM

Saturday:

Closed

Sunday:

Closed

Monday:

9:00 AM – 5:00 PM

Tuesday:

9:00 AM – 7:00 PM

Wednesday:

9:00 AM – 5:00 PM

Thursday:

9:00 AM – 5:00 PM

Business description

We work with individuals and couples throughout Brisbane to design your personalised financial roadmap so you can have a comfortable lifestyle once you choose to stop working. Too many people live in a financial fog & just hope there’ll be enough money one day. We remove that fog. Get started with a qualified Financial Adviser to have confidence and clarity in your future and your own roadmap to get there.

Accepted payment methods

Cheque

Cheque

Direct Deposit

Direct deposit

MasterCard Logo

Mastercard

VISA

Visa

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Services

Qualifications

To meet our high standards, businesses are requested to provide as much company information as possible (such as ABN details and any relevant industry qualifications). Oneflare has been provided with the following details for this business:

  • ABN

    ABN - 66638994153

  • Certification

    Bachelor of Commerce

    Success
  • Certification

    CORPORATE AUTHORISED REPRESENTATIVE AUTHORITY

    Success
  • Certification

    AUTHORISED REPRESENTATIVE AUTHORITY

    Success

Reminder: If your job requires a qualified or licensed tradesperson, always request details regarding any relevant professional licences before work has commenced and check those details on relevant industry databases to ensure they remain valid.

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Reviews (1)

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    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.

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Unique selling points

  • Right Arrow

    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.

  • Right Arrow

    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.

  • Right Arrow

    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.

  • Right Arrow

    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.

  • Right Arrow

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

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