My Financial Design | Financial Adviser Wynnum - Wynnum, Queensland

Alison B.

For many years we had avoided seeking financial help and put it in the "too hard basket". We needed professional advice on how to best secure a reliable financial future leading into retirement.
After much research, we decided to seek help from Luke. An excellent decision.
Luke is professional, patient and personable. Most importantly, trustworthy.
We have just finished our "wrap up session" and feel very confident about where our financial future is headed.
We would have no hesitation in recommending Luke.

Frank F.

In my early 60‘s my wife & I decided it was time to seek finacial advice as we were sick of having to pay the ATO every tax time! We are not big income earners but still having to pay!! Unfair tax system! We were so glad to have come accross My Financial Design where Luke Hanson gave us very professional & sound advise setting up a strategy to suit us.Our first tax return saw us both recieving a rewarding tax return & supers performing much better with a TTR fund set up. All a bit daunting at first but thanks to Luke , we were made to feel at ease & by the end of his planning sessions we were much more educated in understanding the benefits of strategies proposed. We highly recommend this company whom are local, understanding & passionate towards clients. Thanks Luke, we now have Peace of mind for our journey to retirement. 😊🌈

Tim B.

We sought Luke's help after paying down the mortgage, to help us identify the best way to achieve our financial goals, and what the best thing to do with the additional funds available to us.

Luke quickly spotted several ways in which we could maximise our savings, and aligned our super to best fit our risk profile. Luke explained each step of the way and was very patience with us - especially as I am terrible at life admin and it took me ages to get all the forms signed.

I feel our finances are in a much better place now, and we now have suitable insurances in place - something which I'd been avoiding doing for years. We look forward to working closely with Luke in the years to come and I would highly recommend his services to anyone.

craig B.

I highly recommend My Financial Design. Luke has provided my wife and I with so much support and education along the way. Luke guided us through the whole process with so much patience and willingness to educate which has been fantastic for us.

We originally were looking to get some basic guidance about how to prepare for the future but during our consultations and planning sessions, the outcome we have received has been so much more comprehensive and provided us fantastic security for the both the near and long term.

We look forward to working with Luke and MFD for many years and to continue to refine and tune our plan as the years move on.

Graeme M.

After recently retiring I needed financial advice and planing for my future, I researched financial planers and found Luke from My Financial Design in my area. We worked together on what my requirements were and my expectations going forward, if found his knowledge to be exceptional and easy to understand for layman like myself. I’m now confident in my financial future that Luke and I have put in place. I would highly recommend Luke to all my family and friends as he is a joy to work with. Thanks again Luke

Dean B.

We sought Luke's help to review the insurance policies my wife and I have in place to see if there were better options available to us (Life, Total & Permanent Disability, Income Protection, Trauma insurances). Luke listened attentively to understand our financial situation, stage of life and needs throughout the process which made us both feel as though he completely understood our requirements. The policies that Luke selected for us perfectly suited our needs and we now feel financially protected if something were to ever happen to us thanks to his work. Thank you Luke for your support and we would recommend him to anyone who needs the support of a Financial adviser.

Chelsea B.

Luke helped me with a full review of my financial position, and it’s been incredible! After an overwhelmingly average past experience, I put reviewing all ‘that stuff’ in the too hard basket. Luke is patient, kind and thorough, all while humanising his approach – something that instantly put me at ease!

We took our time to make sure that the strategy Luke devised was fit for purpose and gives me confidence that my future is far more secure. I’m really grateful for Luke’s understanding and I’m looking forward to us continuing to work together.

Cathy M.

We were looking for a local financial advisor that we could build an ongoing relationship with. We were approaching retirement and wanted to ensure we were on track. We found Luke after a previous relationship didn’t quite work out. Luke was responsive, knowledgeable, professional and managed our expectations well. He did what he said he would do. Very happy with the service and happy to recommend him to others.