Luka Group Chartered Accountants & Financial Advisers.
36 Years
in Business
13 Years with
Yellow Pages
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About Us
Professional and Tailored Financial Advice to suit you
- Centrelink & Aged Care Assistance and Strategies
- Insurance for Life, Income, Disability & Illness
- Investment & Financial Advice
- Self Managed Superannuation Funds
- Superannuation Strategies & Products
- General Info
To assist people, businesses and organisations reach their goals through professional advice and high quality services.
Your Local Team of Accountants, Auditors, Business Advisers and Taxation Specialists.
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:Superannuation Strategies and Products Insurance for Life, Income, Disability & Illness Wealth Creation Strategies Self Managed Superannuation Funds Investment Advice Centrelink Strategies and Assistance Retirement & Estate Planning Aged Care Strategies and Assistance Stock Broking Services Personal Cashflow Management
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.
- Accreditations
ASIC - Authorised Representative- Email Business
- Payment method
- cheque, mastercard, debit, visa, eft, cash
- Established
- 1990
- ABN
- 85 163 657 850
- ACN
- 163 657 850
- Staff
- 11-20
- Service Notes
- Open Monday to Friday
- Other Links
- Categories
- Commercial
- Yes
- Keywords
- ABP, Account Based Pension, Aged Care, Aged Pension, Allocated Pension, Annuity, Bank Funding, CGT and Super, Centrelink, Child Insurance, Co-Contribution, Company, Concessional Contribution, Contribution Cap, Exchange Traded Fund, Financial Adviser, Financial Planner Dubbo, Financial Statements, Income Protection, Industry Super, Insurance, Investments, Key Man Insurance, Life Insurance, Managed Fund, Personal Super Contribution, Retiree, Retirement, Retirement Advice, Retirement Planning, SMSF, Share Broker, Shares, Spouse Contribution, Statement of Advice, Stockbroker, Strategy and Plan, Super, Super Contribution, Super Rollover, Superannuation, TAP, TPD Insurance, TRIS, TTR, Tax Agent, Tax Deductible Contribution, Tax Planning, Term Allocated Pension, Term Deposit, Transition to Retirement, Trauma Insurance, Wealth, Wealth Creation
FAQs
Why should I choose Luka Financial?
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.
Do you only service Dubbo?
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.
Are you flexible in your services?
Yes, each client has an individually tailored solution to best meet their needs.
What happens in the first meeting?
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.