Luke Klapsis
Financial Adviser, Partner
Luke Klapsis – Financial Adviser, Partner
Luke has been working within the financial planning industry at Invest Blue for the last 5 years. He embarked on a career in financial planning with the primary goal of helping individuals and families achieve their financial aspirations through effective, achievable, and tailored solutions. He feels it’s important to coach and educate clients along the journey, to help ensure they make informed decisions and have a deep understanding about the why.
It’s incredibly rewarding to witness the clients I’ve assisted achieve their goals, whether it’s retiring comfortably, funding their children’s education, becoming debt-free, gaining peace of mind knowing their financial future is secure, or ultimately living their best possible life.
Outside of work, Luke enjoys spending time with his wife and young son, and being involved in basketball, whether it be coaching, playing or just simply watching. He also enjoys being outside and working on things around the home.
Areas of Specialisation:
- Superannuation
- Retirement Planning Strategies
- Wealth accumulation
- Lifestyle planning
- Wealth protection (Insurance)
- Debt strategies
Qualifications:
- Bachelor of Business majoring in Accounting and Finance (UTAS)
- Graduate Diploma in Financial Planning
- SMSF Advice
Memberships/Awards:
- Most Trusted Adviser 2023
