Insights
KEEPING YOU UPDATED AND EDUCATED

We have known Luke and the Watson family for over 36 years and know his family to be honourable and trustworthy. We have watched him grow into a professional young man, not fully appreciating his career trajectory, when it came time to sort out our finances, we found Luke was able to help us.
Due to unforeseen circumstances our retirement plans changed dramatically following a motor vehicle accident. Nick was unable to continue his career as a MFS Marine Officer and was forced to take an early retirement. Luke helped us navigate the superannuation and financial systems with his extensive knowledge and experience. We found Luke to be patient and professional, taking the time to explain our plan in plain language and making us feel he had our best interest at heart. We are confident our funds are invested to secure a comfortable living future. We have recommended him to our children who have just begun their working careers and friends who are wanting a more personable professional to deal with. We feel he is a very trusted advisor we can call on if any of our circumstances change, and recommend you contact Luke to make an appointment to understand what he can do for your personal circumstances." Nicholas and Glenys Killian Lockleys, South Australia