July 06, 2026

Luke on 2CC – New Financial Year Priorities: Luke’s Top Tips!

16 minutes

Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 3 July 2026 with 2CC’s Leon Delaney. The topic is: Setting new financial year priorities. In this episode Luke takes a deep dive into setting some goals now that 30 June is behind us. What could you be thinking about right now to take another step forward?

But before they dive into this week’s topic, they have a quick chat about the end of financial year working in financial planning.

Thank you for joining us live on 2CC, YouTube, Spotify or your favourite podcast streaming service for ‘The Strategy Stacker – Luke Talks Money’.

Key topics covered include:

The new financial year has arrived.

You’ve completed last financial years tasks? What could be you be doing?

A good starting point is looking at your outgoings – expenses. There are some key things to look at.

Don’t forget about discretionary spending – small consistent costs DO add up.

Unclutter your life – sell unused items in your preferred online platform if you’re not using it.

Start something saving and investing if you haven’t – it doesn’t need to be big to start.

From 1 July 2026 the super contribution limit has increased – it’s now $32,500, will you salary sacrifice?

Take action with your partner, be a role model with for your kids.

Don’t forget to be realistic, set short term goals, and reward yourself for achieving them.

Automation helps too – it stops you from forgetting to do something.

Did you know an investing account be opened for as little as $200. Momentum and time make a difference.

Luke shares his thoughts on making the most of the new financial year.

https://www.envisionfinancial.com.au/wp-content/uploads/2026/07/The-Strategy-Stacker-Luke-Talks-Money-03072026.mp3

Our podcast is also available on Apple Podcasts, Spotify and YouTube – ‘The Strategy Stacker – Luke Talks Money’

What are your financial new year resolutions? Can we help kick your goals?

What goals will you kick in the new financial year? Grow your super? Save and invest? Start planning for retirement? Remember you don’t need to do it alone. Make an appointment to meet with Luke if you need personal financial planning advice.

Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement (including transition to retirement). Simply make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your own goals and situation.

Luke will return to 2CC to talk about other ‘Money Matters’ next week, we hope you can join us. You can also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.

We look forward to your company again. Luke’s book Smart Money Strategy is out now.

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