Capstone Financial Planning – Financial Services GuideFinancial Planners in Dubbo
“Someone is sitting in the shade today because someone planted a tree a long time ago” – Warren Buffett
A Financial Planner can helping you put a disciplined plan in place to achieve your goals. Whether your goals are to provide for a comfortable retirement, maybe with some (or a lot) or travel, or to buy your first home or to simply build wealth, a Luka Group Financial Planner can help.
Financial Planners in Dubbo Financial Planners in Dubbo
Financial Planning Process
Regardless of what stage you are at financially, a Financial Planner is here to guide you towards achieving your goals.
Our process is to first meet with you and identify how we can work together to achieve your goals. From our initial meeting you will have an idea of what we can do for you, what costs would be involved and what you can expect in terms of service in return.
We believe financial planning should be started when you are young and understand that as you change and grow, so too do your financial needs and goals. However, it is never too late to take control of your financial future and work with an advisor who wants to see you succeed by achieving your goals.
At Luka Group we can provide professional advice in a range of areas including:
- Cash Flow & Budgeting
- Superannuation & Retirement Planning
- Self Managed Superannuation Funds
- Wealth Creation & Investing
- Wealth Protection & Life Insurance
- Debt Management
- Business Protection & Succession
- Centrelink Entitlements & Age Care
- Estate Planning
Capstone Financial Planning – Financial Services Guide
Adviser Profile – Nick McKenna
Adviser Profile – Shane Harris
Adviser Profile – Michael McKenna
Adviser Profile – Charles Agnew
Financial Planners in Dubbo Financial Planners in Dubbo Financial Planners in Dubbo Financial Planners in Dubbo
Luka Financial Pty Limited is a Corporate Authorised Representative (No.441690) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No.223135.