financial advice that works for you

YOUR SUNSHINE COAST FINANCIAL ADVISOR

We are professional and licensed financial advisors with over 20 years’ experience. Based on the Sunshine Coast, we provide quality, personalised financial advice and pride ourselves on the positive outcomes we deliver to our clients.

At Propel Financial Advice, our focus is on you and helping you reach your financial goals, whatever it is you are trying to achieve.

Learn about our expertise
Financial advisor Sunshine Coast
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FINANCIAL ADVICE SERVICES

Here are just some of the ways we can help you plan for your financial future.

  • Financial Advice: Tailored financial guidance to help you achieve your goals.
  • Investment: Building wealth through strategic investment choices.
  • Superannuation: Securing your retirement with smart superannuation planning.
  • Retirement Planning: Crafting a roadmap for the retirement you envision.
  • Personal Insurance: Protecting what matters most to you and your loved ones.
  • Budgeting: Effective management of your finances for a secure future
  • Business Succession: Ensuring a smooth transition for your business’s future.
Explore our financial advice services
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WHAT MATTERS MOST TO YOU?

Would you like to maximise your retirement options? Or feel confident that your financial future is protected? Perhaps you’re planning your legacy, or would simply like greater control of your financial circumstances.

We take the time to understand what is truly important to you, what you are working towards, and why. And we continue to evolve your strategy as your life and goals change. In this way, we develop enduring client relationships that serve you throughout every life stage.

 

 

Discover our financial planning process
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RECOMMENDATION

Luke has taken the questions and uncertainty out of financial planning. I was looking for confidence, a connection and honesty and found all of these in abundance with Luke.

~ Pam Stewart

5.0 16 reviews

  • David Evans ★★★★★ a month ago
    Luke was extremely professional and thorough in, both his financial analysis, and recommendations for our financial future. It was refreshing to deal with a financial advisor who genuinely wanted the best outcomes for his clients. We highly … More recommend Propel Financial Services.