August 13, 2025

Luke on 2CC – Play your part in the financial planning process to get good outcomes

16 minutes

Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, which aired live on Friday 8 August 2025. The topic for this week is: How to get the most out of financial planning? A financial planner and their team can only do so much, it’s a process you need to participate in too. Your participation will also affect the results that you get – so make sure you do your part! Luke is joined by Leon Delaney of 2CC to talk about the financial planning process.

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

Key topics covered include:

A financial planner can’t save you from yourself, unless you also put in some effort. The same advice applies to any professional that you work with, to ensure you have a good journey.

While no body likes paperwork, it’s important to review any paperwork you are sent and get it back on time.

If you’re given instructions on how to proceed, read them and follow them.

If you need to sign paperwork, sign where indicated – and with a pen if requested to do so – some super funds and investment houses don’t accept digital signatures – and this is not something your financial planner has control over.

Make sure you’re confirm your appointments if you’re asked to by text or email.

Instalment Tax and Capital Gains Tax is set and managed by the Australian Tax Office, not the financial planner, so be kind to staff if they need to talk to you about this topic and you’re not happy paying it.

Luke explores other aspects of the advice process where clients can help.

Luke positively challenges listeners to do their bit when meeting and interacting with their financial planner.

https://www.envisionfinancial.com.au/wp-content/uploads/2025/08/The-Strategy-Stacker-Luke-Talks-Money-12082025.mp3

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

Are you ready to talk to a financial planner about your investment, super or retirement?

Playing your part in the financial planning process will help you get the outcomes you’re seeking and you will have a more enjoyable journey. If you need confidential advice and smart money strategies, make an appointment to meet with Luke.

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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By Luke Smith