WealthFit - Tingalpa, Queensland

Jake B.

I initially contacted Luke in June to discuss financial strategies and creating positive financial habits moving forward. Within a day of my inquiry, the Wealthfit team arranged an initial meeting and shared necessary documents to assess my financial situation. After submitting the documents, I met with Luke to review my present situation, future objectives, and the possible strategies.

The entire journey has been incredibly smooth, spanning from our initial conversation, insurance applications and the establishment of new accounts. Luke and the Wealthfit team kept my updated throughout the whole process.

Ever since connecting with Luke, I've recommended his services to my family and colleagues and will undoubtedly continue to do so.

Trevor H.

I have been with Luke for the past 10 years, and before him with his father Paul. I have found Luke to be very helpful in tailoring my plan to suit my needs. He always explains things in a way I can understand and this has enabled me to stop work earlier than expected. The team he has assembled are also very knowledgeable and helpful. I would not hesitate in recommending his services to anyone wishing to plan or improve their financial security.

Debbie

Luke made my retirement and succession planning so easy and uncomplicated. He and his brilliant team not only provide sound financial advice, their delivery is extremely professional and friendly. I highly recommend WealthFit and particularly to those overwhelmed by the thought of getting their financial affairs in order.

Natalie K.

Luke and the team at Wealthfit are very professional, friendly and patient. The financial advise and strategies has put our mind at ease and they have gone above and beyond to get our complex insurances sorted, keeping us updated through the entire process.

Margaret C.

Luke and the Team at WealthFit are very approachable. All requests are met with a friendly, knowledgeable response. Luke is very thorough in assisting us to fine tune our personal and financial goals and offers options as to how best to achieve them. Luke always makes himself available to answer any questions or concerns. We look forward to a continuing, productive relationship with Luke and the Team at WealthFit.

Cameron J.

Luke and the team at Wealthfit are very to easy to work with. We have been with them few a few years now and feel like we are getting the best financial direction. They make us feel very comfortable and it’s a credit to all the team.
We look forward to having a long relationship with Luke and his team at Wealthfit.

Bruce M.

Luke has been looking after my finances for many years now. He's not only a great advisor he's become a friend. He listens to where I want to be financially and provides clear options on how to get there. I highly recommend Luke and his team, who are extremely courteous and professional.

Sarah L.

My husband and I have recently updated our life and income protection insurance with Luke and the team at Wealthfit. Luke was extremely knowledgeable and was able to find the solution we needed. Would definitely recommend the team at Wealthfit.