Advice Loop

Advice Loop Bespoke retirement & SMSF strategies for pre-retirees and business owners seeking financial freedom ♾️ Book your financial health check today 📞

We're a self-licensed financial advice firm based on the Mornington Peninsula, Victoria, serving clients across Victoria and beyond. We offer bespoke strategies for financial freedom, combining clarity, independence, and a genuine focus on lifestyle outcomes.

📍 Our philosophy

We’re financial advisers - but we know that at the end of the day, financial planning isn’t really about money. It’s abou

t identifying the kind of life you desire and then setting yourself up for that lifestyle through careful planning and forethought. It means putting the steps in place to make sure you have the resources for a life that’s fulfilling and stress-free. We have experience across a diverse range of financial areas, but we specialise in self-managed super funds (SMSFs) because we recognise the unique financial opportunities available through SMSFs. Our Principal Financial Adviser has earned the SMSF Association’s 'SMSF Specialist Adviser' accreditation. From planning your retirement to supporting business owners, we create tailored retirement plans that bring together superannuation, investments, insurance, and estate considerations in a way that promotes confidence and choice. Our goal is to simplify complexity and provide peace of mind that achieving your lifestyle goals is attainable.

📍What sets Advice Loop apart? We're not owned by a bank, super fund, or institution, and we operate under our own AFSL. This enables us to remain product-agnostic and ensures our advice is tailored solely to what is right for our clients. Our process is transparent, supported by clear Statements of Advice, and backed by ongoing service that adapts as life changes. Founded on a strong community ethos, our practice has grown organically through trust, referrals, and a solid reputation. We believe financial advice is not just about products or numbers, but about creating a framework for people to live fulfilling, stress-free lives.

Earning more doesn’t always mean keeping more.Once your income pushes into the top tax bracket, a significant portion of...
25/06/2026

Earning more doesn’t always mean keeping more.

Once your income pushes into the top tax bracket, a significant portion of each extra dollar can go straight to tax - even though the effort required to earn it often increases.

That’s where strategy and finding the income 'sweet spot' come into play.

Read how we helped a client work through this exact situation 🔗 https://adviceloop.com.au/resource/is-200000-the-income-sweet-spot-in-australia-a-real-life-tax-breakdown/?utm_source=Facebook&utm_campaign=June_2026&utm_medium=organic_social

Running a business comes with enough moving parts, without your financial strategy adding to the juggle.For Melissa, the...
22/06/2026

Running a business comes with enough moving parts, without your financial strategy adding to the juggle.

For Melissa, the right advice brought clarity across both her business and personal life.

'Advice Loop has helped in so many areas, personal and professional. Running a business is difficult at times, and it’s great to get honest, helpful advice designed to help your personal financial future.'
- Melissa Bartlett

If you're a business owner looking for guidance connecting the dots between income, structure, tax, and long-term planning, we’re here to help.

Get started here and learn more about working with us 🔗 https://bit.ly/4u1U0bc

17/06/2026

For those who've never dipped their toe in the water, investing for long-term growth can feel complicated.

But strip it back, and it’s actually simpler than many realise.

'There are only two things really that you can invest in for long-term growth...it’s either property (real estate), or it’s businesses, which are shares as well...'
- Luke Dean, Principal Adviser, Owner and Director at Advice Loop

If you’ve ever felt overwhelmed by the options, thinking about the bigger picture is a great place to start.

Learn more about our approach 🔗 https://bit.ly/4duJgNq

Your finances could be more spread out where you realise - and that's where the gaps hide.An Advice Loop Financial Healt...
10/06/2026

Your finances could be more spread out where you realise - and that's where the gaps hide.

An Advice Loop Financial Health Check helps you see how everything comes together. We talk through cash flow, debts, super, investments, insurance, and your goals to uncover gaps and opportunities.

You'll also receive a summary document that outlines what was discussed, detailed next steps, and the costs if you decide to proceed with a full financial plan.

Book our Financial Health Check, and get in the driver's seat of your finances ➡️ https://bit.ly/49qtCjF

Retirement should feel like a reward for the years you've put in - not something that leaves you feeling anxious.For Kat...
08/06/2026

Retirement should feel like a reward for the years you've put in - not something that leaves you feeling anxious.

For Kathy, the right advice made all the difference in feeling comfortable and in control.

'Luke and Enisa were easy to talk to, and with their professional approach and knowledge of superannuation and investments, they helped us to relax about our retirement. They set up a future plan with our input, and we are now happily retired.'
— Kathy McLean

Learn more about working with us 🔗 https://bit.ly/4u1U0bc

03/06/2026

There are four main ways to structure tax in Australia, each with its own mechanisms and role within a portfolio.

👉 Superannuation
👉 Family Trusts
👉 Companies
👉 Investment/Education Bonds

Understanding how these structures differ - and how they can work together - is an important part of effective wealth planning.

Curious about working with us? Let's walk you through your options - get started here 🔗 https://bit.ly/4u1U0bc

A couple in their 60s came to us, concerned they hadn’t saved enough to stop working. Like many, they’d been told they’d...
28/05/2026

A couple in their 60s came to us, concerned they hadn’t saved enough to stop working. Like many, they’d been told they’d need at least $1 million to retire comfortably.

What they didn't realise is that success in retirement isn't just about how much you have, but how it’s working for you.

Reach out, and let's discuss how we can support you in planning for a secure retirement 🔗 https://bit.ly/4nhUHeL

Financial advice shouldn’t be a one-off. It should evolve as your life does.From raising a family to building wealth and...
25/05/2026

Financial advice shouldn’t be a one-off. It should evolve as your life does.

From raising a family to building wealth and planning for retirement, your strategy needs to keep up.

'We have worked with Luke and the team at Advice Loop for many years. They have tailored our financial planning to match our life stages along our journey. From balancing life with young children, income protection, managing investments and setting up our own SMSF. We have always felt comfortable and confident with Luke's advice, never ‘pushy’ and always has our best interests. Looking forward to a comfortable planned retirement stage of our lives. We'd happily recommend Luke and the team at Advice Loop.'
- Letecia Jackson

Working with our team means your financial strategy grows with you, giving you confidence in your finances today and into retirement.

Get to know the Advice Loop team and our approach 🔗 https://bit.ly/4de3xpa

20/05/2026

Many investors assume property investment is a shortcut to passive income, but the reality can be very different.

Managing tenants, maintenance, liaising with property managers, and navigating market fluctuations all take time and effort.

If you’re looking for investment strategies that work towards your goals, it's worthwhile getting expert advice. Learn how we can guide you 💻 https://bit.ly/4nhUHeL

Putting all your eggs in one basket? That's a bold move.When it comes to investing, diversification is another strategy ...
19/05/2026

Putting all your eggs in one basket? That's a bold move.

When it comes to investing, diversification is another strategy to consider - it's a way to help protect your portfolio when different markets move in different directions.

Shares, property, cash, and fixed income all play different roles, and they don't all necessarily move at the same time. When one asset class faces headwinds, another may be thriving, and that balance is exactly the point.

Spreading your money across asset classes, industries, and even countries means your investments are working together, not in isolation.

Learn more about how to build a balanced portfolio 👉https://bit.ly/3PrN3Sn

Address

G6/786 Esplanade
Mornington, VIC
3931

Opening Hours

Monday 9am - 5pm
Tuesday 8am - 5pm
Wednesday 9am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+61359768426

Website

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