May 25, 2026

Luke on 2CC – Why having an adviser may SAVE you a fortune!

17 minutes

Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 22 May 2026. The topic is: Why having an adviser may save you a fortune! We’re closing in on the end of May, the new financial year is just around the corner. In in this episode, Luke and Leon talk about the value of seeking expert financial advice to navigate complex issues like end-of-financial-year financial planning, tax deductions and estate management. Listeners are encouraged to avoid do-it-yourself mistakes and protect their long-term wealth with professional advice.

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 end of financial year is past approaching.

The value of professional advice – fundamentally helps you avoid do it yourself mistakes

Navigating budget proposals – there are things we know and things we don’t know – most people don’t have the time to dig deeply like an adviser does.

There are accounting and estate planning complexities too. Spending time with those professionals is as equally beneficial.

A financial planner can help you make the most of your opportunities.

Getting a professional team around you makes you more capable and more protected.

Why would you want to deal with Centrelink at retirement? A financial planner can help with that too.

Are you really going to compare super funds yourself? Most people don’t dig deep into how hard their retirement savings vehicle is working for them or compare other options.

Can you improve the way you do something with professional advice and good professionals around you?

Luke shares his thoughts about what to expect when working with professionals – it’s about making your life easier.

https://www.envisionfinancial.com.au/wp-content/uploads/2026/05/The-Strategy-Stacker-Luke-Tallks-Money-22052026.mp3

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

Do you need professional financial advice?

Financial planning is complex. Most people don’t deal with it every day, but an adviser does. Their knowledge and support can make a world of difference your own peace of mind. Make an appointment to meet with Luke if you need help.

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