Retiring from the workforce can be confronting.
 
 
 
Stepping away from a regular salary can be scary, and there are so many choices for generating income and pensions in retirement. Add to this unfamiliar and sometimes complicated legislation, it really can be difficult to properly understand your opportunities.
 
Make the rules work for you.  
 

   

David provides advice in plain and simple terms, to use what you have to fully realise your goals and dreams through retirement.  

 

 

 

 

David has more than 22 years of experience in delivering financial planning solutions to the Canberra region, offering specialist advice on various defined benefit schemes such as the ComSuper CSS and PSS schemes, PSS Accumulation Plan (PSSAP) as well as NSW State Super schemes such as SSS and SASS.

  • Do you know how your superannuation funds interact with ongoing changes in super legislation?
  • In the CSS / PSS and have questions about Transfer Caps?
  • How to use your super for the retirement you want?
  • Are you eligible for the Centrelink Age Pension?
  • Is a redundancy right for you at this time?
 
For an experienced, straight forward and consistent advice relationship.

Contact Us Now

David Luke

Bch Com | Dip Financial Planning | Adv Dip Financial Planning

FASEA Exam complete

ASIC ID: 1005632

 

David Luke Retirement Planning Pty Ltd

ABN: 69 625 956 827

CAR: 002165207

 

Level 5, 15 Moore Street

Canberra ACT 

 

PO Box 125 

Erindale ACT 2903

Both David Luke (Individual Authorised Representative 001005632) and David Luke Retirement Planning Pty Ltd (Corporate Authorised Representative 002165207), are Authorised Representatives of Fintegrity Wealth Advisers Pty Ltd

AFSL: 534 971

 

Financial Services Guide

 

 

General Advice Warning

The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, neither David Luke Retirement Planning Pty Ltd or Fintegrity Wealth Advisers Pty Ltd will bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.