WealthFit

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.

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.

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.

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.

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.

As an Accountant I have worked with Luke for many years (since he started operating), and I hold a high regard for the quality work that he does. I have seen him help his clients greatly over the years. Importantly in working with him it is clear that he is dedicated to looking after the best interest of his clients. I have no reservations in recommending Luke and the team at Wealthfit

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.

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.

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.

Fantastic service. We have always been able to rely on Luke to provide sound and well considered advice with outstanding responsiveness and attention to our needs at all times. We highly recommend Luke and the team at Wealth Fit.

It certainly has been a game changer since choosing to go with Luke and the WealthFit team. The peace of mind alone has been such a relief. I'm finding that more time is spent enjoying life, rather than worrying about the financials now that things are tidied up and well managed.

We actually stumbled across WealthFit when my wife and I went in search of someone to help us get our head around our financial position a little better, and hopefully help us see if we should start looking into any investment options, and I'm very happy that we did. Luke and his team are super easy to work with, they stepped right in, showed us where our money was going, and then how we can better manage it. We've gone from feeling like we weren't exactly sure were our money was flowing, to having clarity around our financial position and future. Thanks Luke!

Have been with WealthFit for many years and would recommend anyone that was after excellent personal financial service. Luke & the whole team are always looking for ways to grow your wealth without the hard sell that others do. 5 stars

We have been working with Luke and his team for about 4 years now. Luke has put us on track to be mortgage free in 2023 and debt free in 2025. Luke knows his stuff and I wouldn't have any issues in recommending him to family and friends.

About 3 years ago we set up insurances using wealthfit who were amazing to deal with at every step. Fast forward to this year when needing to claim on income insurance due to illness and the team at wealth fit have dealt with everything, which has been amazing to no have to worry about it while I am recovering.
Would definitely recommend the team for your financial needs!

A very good team to assist in our retirement, always very helpful and nothing is too much bother. Great help with Centrelink and other parties to manage our finances. Great to work with.

We enlisted WealthFit’s support relatively late in our careers - our situation being particularly complex, involving Trusts and offshore assets.
Luke and his team are extremely practical, always respond timely to requests, offer professional advice that is highly intelligible, changing and adapting as our life situation changes. It’s always comforting to know that the decisions are ultimately our own and are always well informed. Scenarios are outlined very honestly and practically – never giving false hope.
We welcomed WealthFit’s use of multi-media methods to enhance communication and ensure smooth appointment scheduling etc.
WealthFit’s referrals to professionals in other industries always prove great investments.
We never would have engaged the range of insurances we did without the wisdom of Wealthfit. As a consequence, a recent, fully successful, trauma claim has made an unbelievable difference to our current circumstances and has enabled us to stay on track financially.
Tim & Leigh

Luke & his team are super organised and have the systems and knowledge to guide your financial future. It feels great to have a team on our team.

Great experience with Luke and the team! Answered all of my questions and and was very prompt with finding the cover best suited to myself. A pleasure to deal with

Luke and the team at WealthFit are a wealth of knowledge and have been fantastic to deal with - highly recommend!