Professional and Tailored Financial Advice to suit you
Map
Luka Group Chartered Accountants & Financial Advisers. - Pic 2
Luka Group Chartered Accountants & Financial Advisers. - Pic 3
Luka Group Chartered Accountants & Financial Advisers. - Pic 4
Luka Group Chartered Accountants & Financial Advisers. - Pic 5
About Us
Products and Services
Additional Locations
FAQs
Luka Financial has the capabilities and resources to assist all clients no matter what their needs or requirements are.
Some of our services we offer are:
Whether it be a holistic review of your superannuation, insurance and wealth creation strategies or assisting in the sale of your ASX listed shares; we offer a flexible and tailored service to suit your needs and circumstances.
We start the process with a complimentary meeting to work out how best we can help you, from here we begin developing strategies to work towards your goals.
We then go through the presentation of the advice with you and finish by implementing the recommendations.
Once the plan is implemented we continue to review your progress towards achieving your financial goals and investment performance.
Flexible Hours, Open Monday - Friday
Exhibitions, Fund Raisers, Seminars
Advice & Information, Aged Care, Annuities, Asset Protection, Asset Purchasing, Benefit Plans, Bonds, Budgeting, Business Loans, Cashflow Management, Centrelink, College Funds, Consultations, Corporate Capital Raising, Debt Agreements, Debt Consolidation, Debt Management, Debt Reduction, Direct Equities, Estate Planning, Gearing, Home Loans, Income Insurance, Income Protection, Insurance, Investment Strategies, Investments, Leasing, Life Insurance, Life Planning, Loans, Managed Funds, Managed Investments, Money Market Accounts, Mortgages, Mutual Funds, Pensions, Portfolio Management, RBL Strategy, Redundancy, Retirement Planning, Rollovers, Rural Estate Management, Salary Packaging, Savings Accounts, Self-Managed Super Funds, Setting Up a SMSF, Shares, Social Security Planning, Succession Planning, Superannuation, Unit Trusts, Wealth Creation
Agricultural, Commercial
Australian Owned, Banklink, By Appointment, Certified, Chartered, Disabled Access, Evaluations, Independently Operated, Independently Owned, Insured, Licensed, Locally Operated, Locally Owned, Member FPA, Owner Operated, Registered
Retirement, Retrenchment
Couples, Individuals, Men, Professionals, Retirees, Self Employed, Small Businesses, Women
TAP, Statement of Advice, Retirement Advice, Contribution Cap, Superannuation, Key Man Insurance, Account Based Pension, SMSF, Term Deposit, TRIS, Child Insurance, Exchange Traded Fund, Super Contribution, Super, Tax Deductible Contribution, Spouse Contribution, Personal Super Contribution, Shares, Term Allocated Pension, Life Insurance, Retiree, Strategy and Plan, Transition to Retirement, Financial Adviser, Annuity, Co-Contribution, Retirement Planning, Trauma Insurance, Financial Planner Dubbo, Industry Super, Income Protection, ABP, Stockbroker, TTR, Investments, Allocated Pension, Aged Care, Concessional Contribution, Retirement, TPD Insurance, Centrelink, CGT and Super, Managed Fund, Super Rollover, Insurance, Aged Pension, Wealth Creation, Share Broker, Wealth
No, we service all of Australia and travel frequently throughout NSW. We have regular visits to towns in Western, Central and Northern NSW. Some of these towns include Broken Hill, Cobar, Coonamble & Gilgandra.
Yes, each client has an individually tailored solution to best meet their needs.
Luka Financial is committed to client service and ensuring that their clients have the best financial plans and strategies in order to achieve their goals.
Your first meeting is all about getting to know you, your family and your financial goals and needs along with you getting to know your adviser. This involves introducing ourselves, our financial planning process and our firm. The initial meeting is complimentary.
