Envision Financial Services advice is financial advice that helps you create and realise your goals. Here is what some of our clients think about our financial planning advice and service.

“Luke and FSP assisted me with my transition from the ADF following a 22 year career. Luke took the time to understand my financial circumstances and longer term goals and worked with me to develop a plan for my family’s future. He also assisted me to ensure that the necessary protections were in place to properly protect my family. Luke also demonstrated a strong knowledge of the wide range of Government super schemes such as DFRDB and PSSAP of which I was a member and has subsequently assisted me through several changes of employer, providing ongoing financial support to ensure that my goals are achievable and are adjusted to my current circumstances. It is also worthy of note that during the GFC Luke ensured that my funds were protected by appropriate investment choices during a particularly challenging time for investors. Luke keeps in regular contact and is always available for any financial queries I may have. I have been extremely happy with the services provided to me by FSP and will continue to use them to help me achieve my financial objectives going forward.”
Mick Dunne
“It is a pleasure to deal with Envision Financial Services. As a reasonably inexperienced investor I am delighted with the service and advice that I receive. The advice is focused on my wants and desires and provides me with a targeted approach to investing that I am comfortable with. The personal service provided by Envision results in me knowing that I am dealing with a friend who sees my future as a priority. Thanks Envision.”
Bruce Jackson
“In 2009 my husband died and being on my own, I needed immediate assistance to manage my financial affairs. Luke Smith at Financial Services Partners, now Envision Financial Services was highly recommended and I immediately sought his assistance to guide me through a very difficult period. He showed sensitivity and immediately grasped what my needs were and together we worked towards a financial portfolio that would provide income to suit my lifestyle. Luke’s professional approach and extraordinary knowledge of the financial markets could not be faulted. I have total confidence in his ability to manage my affairs and I would highly recommend Luke, his team at Envision Financial Services to potential clients looking for high level financial advice and services.”
Diana Tapscott
“I have known Luke Smith for approximately 10 years and was introduced to him through a mutual acquaintance regarding my Finances. At the time I was in need of financial advice about my Superannuation position and the best options that could set me up for the rest of my career and future in retirement. Luke was able to make sound suggestions and put in place several outcomes and investments that would enhance my Financial future. Over the years and despite the GFC I have been financially secure and Luke has my best interests at heart which is personally satisfying as it does not place any strain on what I am able to do. He often recommends other options which I am happy to accept. I have also recommended Luke to several friends who are in the same position as myself as I know that he would give them the same professional courtesy and advice that he continues to give me and my family.”
Murray Turk
“When we retired to Australia in 2004 we entrusted our pension fund to Mr. Luke Smith of Envision Financial Services [formerly Financial Service Partners] who, with his infinite knowledge and understanding of the financial markets and our personal needs, has invested our hard earned cash in such a way as to provide us with a good income stream that enables us to have a high standard of life. – Well done Luke.”
Barrie & Barbara Lovell-Davis
“Luke has been managing my financial affairs since 2009 and after my retirement in July 2012. I regard him very highly and all the staff at Envsion Financial Services. I trust his knowledge, judgment, he listens and impresses with his attention to detail. Very professional and hard working keeping on top of the challenging financial world markets.”
“Luke has been my adviser for a number of years. He has always made me feel very comfortable and always seems to find the time to answer any questions that I may have. His expertise and knowledge are second to none and certainly recommend him to anyone needing friendly and sound advice.”
“Luke is a fantastic financial adviser – our first meeting he took the time to really get to know us and our unique situation and goals. Since then he has continuously provided us with professional and tailored advice. I rarely refer, only when I trust, respect, appreciate the individual/service. Luke and the wider Envision team tick all the boxes. ”
“Luke is very good at what he does always ready to listen and always has the answer. He has been looking after me for three years, when I retired like most people I was quite scared of the prospect he worked out a plan for me so all I have to do is enjoy being retired thanks Luke”
“Luke is very professional, knowledgeable, friendly and helpful. He always responds very quickly to any queries or questions we have. He makes sure that we understand how our investments are going. ”

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