Luke on 2CC – Setting a financial plan – Where do you start?

Luke on 2CC – Setting a financial plan – Where do you start?

Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in The Money Show which aired on Friday 9 September 2022.  This week’s topic for discussion however is:  Setting a financial plan – Where do you start? 

Key topics covered include:

  • Many people are not sure where to start when it comes managing their financial lives.
  • There might be a lot of things you need to do and it can be quite overwhelming, which means many people just don’t start, because they don’t know where to start from.
  • A good place to start is to look at your expenses 
  • Start something from those savings
  • What do you do with your savings once you’ve built a cash balance?
  • The earlier start, the more you’re going to benefit
  • Where do people go wrong?
  • Luke shares his top tips around making a start on your own financial plan.

Listen to the Podcast right now

Also available on Apple Podcasts and Spotify ‘The Strategy Stacker – Luke Talks Money’

Apple Podcasts on financial planning and money Spotify podcasts on life insurance and financial planningYoutube videos on life insurance and financial planning

Do you need advice on starting your own financial plan? 

financial plan
Have you thought about your own financial plan? Where do you start? If you need advice make an appointment to speak with a financial planner. They can help support you to reach your goals and offer some financial strategies too.

Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals.  Make an appointment to confidentially discuss investment, super, insurance and/or retirement planning. Call Envision Financial Services on 6260 4749. You can also use our contact us form to make an appointment for a confidential discussion about your situation. 

Luke will return to talk about financial planning on 2CC next Friday. You can also catch up with The Strategy Stacker – Luke Talks Money podcasts on our website too. 

We look forward to your company again.


We invite first time clients to make an appointment to meet with us