Envision Financial Planning Canberra - Phillip, Australian Capital Territory

Address: Suite 2 44/52 Townshend St, Phillip ACT 2606, Australia.
Phone: 262604749.
Website: envisionfinancial.com.au
Specialties: Financial planner, Insurance agency, Superannuation consultant.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required.
Opinions: This company has 55 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Envision Financial Planning Canberra

☎️262604749

⏰ Open Hours of Envision Financial Planning Canberra

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Envision Financial Planning Canberra is a highly-regarded financial planning company located at Suite 2 44/52 Townshend St, Phillip ACT 2606, Australia. The company specializes in financial planning, insurance agency, and superannuation consulting, making it an ideal choice for those seeking comprehensive financial solutions. The establishment boasts a wheelchair accessible entrance, parking lot, and restroom, catering to the diverse needs of its clientele. An additional benefit is the availability of online appointments, providing convenience and flexibility for busy individuals.

With a remarkable average opinion rating of 5/5 based on 55 reviews on Google My Business, Envision Financial Planning Canberra has demonstrated its commitment to delivering exceptional service and results. Their dedication to client satisfaction, coupled with their extensive expertise in financial planning and related services, has earned them a stellar reputation in the industry.

For those in need of personalized financial guidance or looking to secure their future with reliable insurance and superannuation plans, Envision Financial Planning Canberra is an excellent choice. To schedule an appointment or inquire further, visit their website at envisionfinancial.com.au, or contact them directly at 262604749. Don't miss the opportunity to improve your financial well-being with the help of Envision Financial Planning Canberra; take the first step towards a secure future today

👍 Reviews of Envision Financial Planning Canberra

Envision Financial Planning Canberra - Phillip, Australian Capital Territory

Helen H.

5/5

My partner and I recently met with Luke to discuss retirement plans and make sure we are doing the best we can with our finances. We found him very easy to deal with. He was very down to earth and explained things in simple terms. He didn't try to talk us into any products, just gave sound advice on getting the most out of our money for the future. He checked we have done all the important things like wills and enduring power of attorney documents. He also set us straight on a few myths about tax and superannuation costs. He wasn't at all pushy and encouraged us to look at what was right for us. We are looking forward to working with him in the future as our circumstances change. We feel much more confident about our financial future now. Thanks Luke!

Gwyn G.

5/5

I would certainly recommend speaking to Luke in person, or on Zoom like I did. I had read his book, among others, and listen to his podcast every week, but his insights on our call were insightful and massively valuable. If you need a second set of eyes to have a look at your situation, then I would definitely arrange a visit or call. I had to book a couple of months in advance, as he is clearly a man in demand , but it was well worth the wait.

mick Q.

5/5

After our initial session with Luke, our heads were spinning.

He had given us more valuable information in one sitting than our previous advisor had in 18 months.

Thanks Luke, once we have our homework completed we'll be back in touch for the next stage in our planning.

SN

5/5

Not had such excellent value from a Financial Planner... ever. One hour and we covered a fair bit. Luke explains it well. Concise explanations with real world examples using our information. Answered everything we needed answering and he gave us some extra reading too. Highly recommend.

Brodie S.

5/5

I would recommend Luke and Envision to anyone looking for Financial advice. The staff were polite and making a booking was easy, with clear communication and reminders.
Luke was extremely personable, non-judgemental and provided great advice in an easy to understand way. My wife and I have been given great advice and direction with our finances, and will be back for on and off check-ins to ensure we are on the right track. 10/10 would recommend Envision! Thanks team, you're doing great work!

Matt D.

5/5

I've been working with Luke Smith for and he is exceptional. His direct, no-nonsense approach and deep financial knowledge have pushed me in the right direction. He explains everything clearly and makes our meetings enjoyable. Thanks to Luke, I feel confident about my financial future. Highly recommend!

Jenene C.

5/5

My husband and I had met with Luke several times as he helped us plan our retirement, sadly my husband recently and suddenly passed away.
Luke was very understanding, supportive, empathic and has great knowledge.His explanations are always clear and concise, easy to follow.He is very personable, generous with his time and listens.
I came away feeling a great relief knowing Luke has empowered me with advice and direction to navigate my new financial pathway.
Highly recommend

Alison S.

5/5

Luke Smith at Envision Finance put any of my apprehensions at ease, making the meeting both useful and well explained for my needs. I came away feeling able to make some informed decisions for my future.