David Luke Retirement Planning specialises in advising those coming up to or already in retirement, says director DAVID LUKE.

“I can help maximise your Centrelink entitlement, minimise tax exposure, set up income streams and offer investment advice and implementation,” says David Luke Retirement director David Luke. 

“I have been a financial planner in Canberra and surrounding regions for 23 years, exclusively advising on retirement,” he says and has run his own business for the last five years.

David says financial rules are daunting when you look at them for the first time.

“I can lead you through the process of the ATO, Centrelink, and investment markets, to make them work for you and achieve the retirement you want,” he says.

“You don’t need any prior knowledge with the rules or with financial planning, just an idea of what you want to achieve.

He says he will break down the issues so you understand how it all fits together.

“I have no relationship with any product providers – I am on your side and I’m a one-person operation so you will always deal directly with me.

“I’m more than happy to visit you at home, after hours or on weekends.

“Don’t let the complexity of the system make you think it’s all too hard. Make it work for you instead.”

David Luke Retirement Planning, Level 1, 33 Allara Street, Canberra City. Call 0404 857242, or visit davidlukeplanning.com.au