Financial Services
As part of the suite of services offered to our Safeguard Insurance Solution clients, we are pleased to be able to offer you financial planning solutions through our affiliation with Luke Martin and Safeguard Wealth.
Luke is a financial services professional with over 20 years experience in the financial planning industry. He has a broad skill set across all financial planning disciplines and has held roles at all levels in the financial planning industry, including Executive Manager of Bankwest Financial Advice.
As a professional financial adviser, Luke works with clients who are interested in improving their financial situation and lifestyle. A meeting to review your situation can take as little as one hour, and can offer you access to services such as:
Retirement Planning
Investment
Superannuation
Insurance
Salary Sacrificing
Social Security/Centrelink
Contact
We’re covering all the insurance fields
Please contact Safeguard Wealth to arrange a complimentary review of your financial planning strategy. This can be arranged conveniently at your home or at our offices in Balcatta.
Safeguard Wealth Pty Ltd (CAR 1243122) and Luke Martin (AR 1242408) are Authorised Representatives of Australian Unity Personal Financial Services Ltd (AFSL 234459). Jack Hamilton owns 50% of Safeguard Wealth Pty Ltd through his associated entity and as a part-owner, he is entitled to dividends.