Welcome to the Envision Knowledge Centre

We are pleased to provide you with a range of free resources and tools to help you start learning more about financial planning matters. Of course, should you have any questions we invite you to make an appointment and contact us.

Podcasts

You can listen to us on the go with ‘The Strategy Stacker – Luke Talks Money. The podcasts are available on a range of streaming services including Apple Podcasts and Spotify. 

What are people saying about The Strategy Stacker podcast? 

“Just wanted to reach out and say your podcasts are great. I am pretty illiterate when it comes to understanding finance but your explanations in layman’s talk really provide some great insight and advice, which helps me make important decisions. Eg – Flexout only broke even this year so I was planning on not topping up super next year but your episode on “30 June Super and Tax Strategy” made me understand that this is a valuable tool to keep my tax down for next financial year.” – K.M

Videos

You can access a range of videos on a range of financial planning topics of Envision’s YouTube Channel. You can find topic specific videos on each of the links below:

• Superannuation 
• Retirement
• Investment 
• Wealth Protection and Insurance 
• Estate Planning 
• Ask the Expert Series with Special Guests
• Covid-19 Special Series

Modules

Money Smart offers a range of free modules covering every-day money matters including:

• Managing your money
• Reduce  your debt
• Plan for the future
• Grow your wealth 

Calculators 

Money Smart offers a range of free calculators covering every-day money matters you can access here.

If you have a question or would like to make an appointment please contact us.