The Strategy Stacker - Luke Talks Money

By Luke SmithSociety & Culture Business Education Kids & Family Investing

The Strategy Stacker - Luke Talks Money episodes

October 05The role of an Executor in a Will – Choose the right person to act for you
Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 2 October 2026 with 2CC’s Leon Delaney. The topic is: The role of the Executor in a Will and Estate Planning. It’s really important that you choose the right person to act for you, and of course, be sure to tell them that you’d like them to act for you too. Don’t leave it until you’re not here for them to find out. There’s a bit to consider in choosing the right person and it’s important you understand what their role is in settling your estate.
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:
What is the role of an Executor in a Will?
It might be a more cumbersome role than you think, depending on the assets, structures and people involved.
As a result, you need to think about the capacity of the person you put into that role.
What happens if you don’t have someone who can act for you? You may consider the Public Trustee but beware of issues and costs.
An Executor doesn’t have to be your spouse, although it can be.
An Executor is not the same as a Power of Attorney.
An Executor will also have to deal with your relatives, some of whom may be difficult or wanted more from your estate.
Can you ask your solicitor to be your Executor?
Have a conversation with your Executor when making the decision.
Can an executor charge an estate for reasonable costs they incur in their role?
Luke shares his top tips – for Wills and Estate Planning.
https://www.envisionfinancial.com.au/wp-content/uploads/2026/10/The-Strategy-Stacker-Luke-Talks-Money-02102026.mp3

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

Do you need help with your personal financial planning and estate planning?
Selecting an Executor for your Estate is an important part of planning your estate. Remember though, they can get the assistance of a solicitor and don’t need to go it alone. Seek advice 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 insurance, 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. He can also refer you to an estate planning solicitor should you need one.
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.
18 min
September 28Luke on 2CC – What to do with an inheritance? Use it wisely!
Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 25 September 2026 with 2CC’s Leon Delaney. The topic is: What to do with an inheritance? . What do you do if you come into an unexpected windfall such as an inheritance or perhaps even if you’re lucky enough, a lottery win? In this episode Luke offers some smart money thoughts and practical tips to help you make the most of it. And a shout out to Leon who won a massive $37.40 on Powerball!
It’s a must listen episode for those people who come into money.
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:
Are there going to be any tax issues on receiving an inheritance or giving some of it away to kids?
The implications for Centrelink should also be considered if you get Centrelink benefits
Should you loan it or gift it to adult kids?
Can you bolster your super? How much can I add?
Can I retire earlier if I have enough to retire on?
Is there a limit on how much I can put into super – Don’t forget the Total Super Balance!
Can you start another pension from super?
3 good questions to ask yourself!
What would Luke do himself as a financial planner if he came into money.
Luke shares his top tips – Remember to seek advice if you need help. Make good decisions at the start.
https://www.envisionfinancial.com.au/wp-content/uploads/2026/09/The-Strategy-Stacker-Luke-Talks-Money-25092026.mp3

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

Do you need help with your personal financial planning as a result of a windfall?
It’s not uncommon for assets to pass from one generation to the next. But what would you do if you came into an unexpected windfall? A good place to start is to seek advice. Make an appointment to meet with Luke to understand your options before making any big decisions.
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including insurance, 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.
17 min
September 21Luke on 2CC – The Recontribution Strategy
Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 18 September 2026 with 2CC’s Leon Delaney. The topic is: Have you thought about the re-contribution strategy? In recent episodes we’ve talked about the taxes your adult children will have to pay on your super or pension. But did you know there’s away around it? In this episode Luke takes a deep dive into the recontribution strategy. It’s a must listen episode for every pre-retiree and retiree.
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:
Would you be happy if your super to be taxed at 17% to your beneficiaries if they were non-dependents e.g. adult children?
Let’s start at the beginning, how does this tax on super come to be?
Look at your own super? Where has it come from? What amount carries tax?
Many people think super is tax free – yes, it is to you and your spouse if you’re over 60, but not to your adult children!
So how does the re-contribution strategy work?
At what age can you start the re-contribution strategy.
Can it be worthwhile to run two superannuation funds?
What about if you receive an inheritance and you want to put it into super?
Luke explores his top tips when considering the re-contribution strategy.
Remember to seek advice if you need help. Make good decisions at the start.
https://www.envisionfinancial.com.au/wp-content/uploads/2026/09/The-Strategy-Stacker-Luke-Talks-Money-18092026.mp3

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

Do you need help with your retirement planning and recontribution strategy options?
The recontribution strategy is a very smart money strategy to help you avoid death tax on your super. 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 insurance, 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.
17 min
September 14Luke on 2CC – What should you consider when buying a property asset?
Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 11 September 2026 with 2CC’s Leon Delaney. The topic is: What should you consider when buying a property asset? There’s been a lot of changes to negative gearing as a result of the last Federal Budget. How you own a property matters more than ever. Family trusts don’t provide as much as they used to, but they can still have benefits. In this episode Luke takes a deep dive into the issues for first time and existing property investors. It’s a must listen to episode.
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:
What is the purpose of the property asset purchase? (Live in? Rent? Air B’n’B? Downsizing? Holiday home?). How you use the property will matter on how you buy it.
Is there a financial reason you are buying? Are you buying it for capital growth or income?
Be aware of interest rates, they might rise, you need to do modelling – many fail to consider interest rate rises.
What happens if you don’t have tenants for 3 months if you’re renting it? Again, do your modelling.
Have you considered the structure of the investment property?
Neutrally geared and positively geared – let’s talk about these options.
Retirement planning is all about cash flow and the source of your cash flow – think about these when buying a property too and how you dispose of the property.
Think about your investment timeline when buying property. It’s a medium to long-term proposition.
Buying the right property for your needs is essential – something you live in has completely different lens to something you rent.
Holding costs also matter.
Strata fees and rules can also present challenges that many investors fail to consider at the start.
Luke explores his top tips when buying a property asset. This is a great checklist!
Remember to seek advice if you need help. Make good decisions at the start.
https://www.envisionfinancial.com.au/wp-content/uploads/2026/09/The-Strategy-Stacker-Luke-Talks-Money-11092026.mp3

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

Do you need help with your investments and retirement planning?
There’s a lot to consider when buying or investing in property. You also need to consider how it sits with your wider financial assets, super and retirement planning. Make an appointment to meet with Luke if you need help. Make smart decisions at the start!
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including insurance, 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.
17 min
September 07Luke on 2CC – What happens to super when you pass? Super death benefit pensions.
Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 4 September 2026 with 2CC’s Leon Delaney. The topic is: What happens to super when you pass? Luke shares his experiences from real clients. Making sure you understand how it works is important, you don’t want to be caught by surprises when something happens to a loved one.
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:
Have you thought about or had a discussion about what happens to your super when you pass?
Generally, there are two ways that your super can get transferred to a nominated beneficiary – (1) Taken as a lump sum or (2) take it as pension called as a death benefit pension.
Taxation may apply depending on your age.
What about your pension if you’re retired? Is it reversionary or non-reversionary to your partner or spouse if you have one?
Remember a pension can’t be paid to a non-dependant, for example an adult child.
It’s a decision tree approach to help you achieve what you’re looking to achieve – seek advice if you need help.
Understand what your fund does in the event of your death. Not all funds are the same. Some funds are better than others, and some funds are horrible.
Some funds for example don’t offer a pension option, which limits your options.
Remember superannuation is not controlled by your will.
Remember binding nominations can lapse.
How can money come out to adult kids (a non-dependent child) – can you use a recontribution strategy to reduce tax or transfer money to your Estate to control the distribution?
There might be also reasons why you don’t direct it to your estate, eg if you have a blended family.
Luke shares his top tips thinking about super death benefit pensions.
Remember to seek advice if you need help. Good estate planning advice is worth it for peace of mind.
https://www.envisionfinancial.com.au/wp-content/uploads/2026/09/The-Strategy-Stacker-Luke-Talks-Money-04092026.mp3

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

Do you know what will happen to your super if you pass? Are you in the right fund for your needs?
Do you know what happens to super when you pass? Don’t get caught by a surprise and plan your financial life with certainty. Peace of mind really matters and if you need help make an appointment to meet with Luke. Not all super funds are the same when it comes to super death benefits.
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including insurance, 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.
17 min
August 31Luke on 2CC – Superannuation MythBusters: Super & Retirement Planning Mistakes That Can Cost You!
Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 28 August 2026 with 2CC’s Leon Delaney. The topic is: Superannuation MythBusters – Let’s take a look at the errors people making when thinking about superannuation and retirement planning. Luke shares his experiences from the questions he’s asked on a weekly basis within his financial planning business – and the opportunities that people miss because they don’t have the right information to act upon. Bad information can cost time and money!
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:
I can’t touch my super until I’ve retired – That’s not correct you can. Luke explores the rules around transition to retirement.
All super funds are the same, so doesn’t really matter? That’s not correct either! Luke explores why.
I can’t use super deductions, I’m not employed, and I can’t add to super as I’ve retired – These are myths too, you may still be able to add to super and claim a tax deduction. Luke identifies how.
If I start a pension from my super, is there are restraint on how many hours I can work? Not true, Luke explores the opportunity!
I can’t put money into super I’m 80 years of age! There is a strategy called the Downsizer legislation where you can add to super – but also be aware of the Centrelink implications, so know your numbers before you act!
My Will directs my super to my children. That’s a big myth. Your Will doesn’t cover superannuation. Luke explains how to estate plan with your super or pension from super.
My Enduring Power of Attorney is my Will – that could be a very dangerous assumption.
I’ve started a pension from superannuation; I can’t add more money to it? Luke explores how to get more money into your pension – there is a way to do it and enjoy tax free income!
I won’t get the age pension. People forget there are two tests to determine what age pension you are entitled to. Something is better than nothing!
Is there a sweet spot in superannuation and retirement to get a good Centrelink pension and overall retirement income. Luke explores what it is!
Luke shares his top tips on superannuation and retirement planning to help you have a more confident retirement.
https://www.envisionfinancial.com.au/wp-content/uploads/2026/08/The-Strategy-Stacker-Luke-Talks-Money-28082026.mp3

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

Get the correct information before you make big retirement planning decisions.
Myths can and will cost you money!
Busting myths and lighting the way with good information is what any financial planner worth their salt should do. Luke is a financial planning strategy expert! Make an appointment if you need help with your own retirement plans.
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including insurance, 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.
17 min
August 24Luke on 2CC – Fixed Interest Assets Aren’t Just Term Deposits. Risk Still Applies.
Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 21 August 2026 with 2CC’s Leon Delaney. The topic is: Fixed interest assets aren’t just term deposits. Alot of the time we focus on shares and many people don’t dig deep into fixed interest assets and therefore dismiss them, thinking they’re all safe and without risk. That’s not the case.
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:
When many people hear the term ‘fixed interest asset’ they immediately think term deposit.
A fixed interest asset however can fall; it surprises many people to learn that there is risk.
The time frame of a term deposit locks you out of future rate rises.
In the current market, we want short durations – time periods – so we make the most of likely future interest rate rises.
When interest rates get to the top of the cycle, we should think about using longer durations for our fixed interest investments.
‘Safe’ is a relative term – even in regard to bonds.
What are interest rates likely to do going forward?
Risk and time frame matters – even with fixed interest investments.
Government bonds and corporate bonds also examples of fixed interest investments.
Consider where the investment is located, how often it’s re-valued and how often you get paid too.
Many people think that have risk tolerance, until things go bad. So know what you’re investing in.
Luke shares his key points to consider before you invest in fixed interest.
https://www.envisionfinancial.com.au/wp-content/uploads/2026/08/The-Strategy-Stacker-Luke-Talks-Money-21082026.mp3

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

What role does fixed interest play in your investments, superannuation, retirement planning and income generation?
What role does fixed interest play in your investments, super and retirement income generation? Many people think it’s without risk. That’s not the case. If you need help, make an appointment to meet with Luke. He can assess your position and give you financial planning and investment strategies to consider, based on your requirements and situation.
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including insurance, 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.
16 min
August 17Luke on 2CC – Protect Your Children to Protect Your Retirement!
Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 14 August 2026 with 2CC’s Leon Delaney. The topic is: Protecting your children to protect your retirement. If your kids needed help, you’d probably do it even to your own detriment. But is there a better way? The answer is yes there is, and it’s worth having a conversation with your adult children and making sure they have a plan in place.
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:
Parents love their kids and will help them out financially, even if it is to their own detriment.
Imagine your adult children were not able to meet their mortgage repayments, what would you do?
Luke explores the role for parents to have these conversations with their adult kids and what will happen if something was to happen to them.
There are ways to fund or replace their income – income protection insurance, total and permanent disability insurance and life insurance.
These insurance options protect the parents’ capital and retirement savings.
Who will pay? Thousands of dollars for mortgage repayments or $2-$3k for insurance each year? Insurance is cheaper.
Can parents pay for their adult kids’ insurance for their own peace of mind?
Can you get some insurance paid through your superannuation so it’s not out of your pocket?
Did you know you can get a tax deduction for income protection insurance if you pay for premiums out of your own pocket?
Got a mortgage or an investment loan – you should also get your insurance organised! Do it now if you haven’t.
How much does your family need if you’re not able to earn your income? How much should you be insured for?
Adult children often think their parents will cover their financial stress, without asking their parents.
The impact on your retirement from helping an adult child can be detrimental, so have the conversation with them.
Luke shares his key points to consider if when talking to adult children about their own financial protection.
https://www.envisionfinancial.com.au/wp-content/uploads/2026/08/The-Strategy-Stacker-Luke-Talks-Money-14082026.mp3

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

What would you do if your adult children needed financial help? Is it time to make a wealth protection plan with your adult kids?
What would you do if your adult children got themselves into a financial bind? Could you help them financially? Or is it cheaper and easier to help them get their insurance protection sorted? Seek advice with Luke if you need help to get the right wealth protection cover for them before something happens. Don’t put your own retirement at risk.
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including insurance, 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.
16 min
August 10Luke on 2CC – Investing in ETFs Australia: The Ultimate Beginner’s Guide
Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 7 August 2026 with 2CC’s Leon Delaney. The topic is: What is an Exchange Traded Fund (ETF)? In this episode Luke takes a deep dive into ETFs as an investment vehicle, and how it can be used within your investment portfolio to help you reach your goals.
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:
How do Exchange Traded Funds work?
How do ETFs relate to a share market index, eg the ASX 200?
How does the cost of an ETF compare to a Managed Fund in terms of cost?
Benefits of portfolio diversification and risk mitigation.
Are ETF’s easy to buy and administer?
Are all ETF’s the same? There are niche and specific sector ETFs.
Wealth building opportunity for young Australians too.
ETF’s are listed – What does that mean?
Also check your superfund, some Super Funds don’t offer Exchange Traded Funds an investment.
Luke shares his key points to consider if you’re considering Exchange Traded Funds and where to get more information.
https://www.envisionfinancial.com.au/wp-content/uploads/2026/08/The-Strategy-Stacker-Luke-Talks-Money-08072026.mp3

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

Have you thought about ETFs as part of your investment, super or retirement portfolio?
Exchange Traded Funds offer a number of benefits to investors including diversification, low-cost and access to a huge number of investment opportunities. If you’re looking for help with your investments, super or retirement investing, 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.
16 min
August 03Luke on 2CC – What does it mean to be a conservative investor?
Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 31 July 2026 with 2CC’s Leon Delaney. The topic is: What is a conservative investor? In this episode Luke takes a deep dive into the type of investor you might be.
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:
What type of investor are you?
Luke gives an example using a recent client experience about the kind of investor they thought they were.
What is a conservative investor?
Your belief system you have will influence the kind of investor you are.
The movement in an investment portfolio will have an impact on most people and the investment decisions they make.
Diversifcation is still important.
What types of assets are less risky?
How does the label of conservative investor sit with you?
Should I become more conservative if I’m approaching retirement or getting older?
Luke shares his key points to consider if you’re a conservative investor.
https://www.envisionfinancial.com.au/wp-content/uploads/2026/08/The-Strategy-Stacker-Luke-Talks-Money-31072026.mp3

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

Have you thought about the kind of investor you are an what’s in your investment portfolio or super?
What kind of investor are you? What risk tolerance do you really have? If you need to explore this with an expert for your own portfolio, make an appointment to me 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.
16 min

About The Strategy Stacker - Luke Talks Money

From the publisher's feed

Luke Smith is The Strategy Stacker. He's an experienced financial planner and each Friday afternoon talks about money with Leon Delaney on 2CC Talking Canberra. Luke's down to earth approach breaks…