Luke Morris - Financial Adviser

28/04/2025

What If Advice + Accounting are hosting an SMSF Workshop at Kedron-Wavell, featuring financial adviser Brenton Matthews and mortgage broker Mitch McIntyre, covering all things SMSF and Property!
Get FREE financial advice, tailored to maximise your SMSF and property investments!
Bookings are essential, get your free tickets here - https://www.eventbrite.com/e/what-if-advice-accounting-smsf-workshop-with-mcintyre-finance-tickets-1316996174009?aff=oddtdtcreator

Workshop details:
Date: Tuesday 27th May
Time: 6pm
Where: Kedron-Wavell

FREE WORKSHOP - SMSF & Property! With Brenton Matthews and Mitch McIntyre!

Are you making the most out of your SMSF?

Come join us at Kedron-Wavell on Tuesday 27th May at 6pm for our SMSF Workshop with Brenton Matthews and Mitch McIntyre, covering all things SMSF and Property!

Bookings are essential, get your free tickets here - https://www.eventbrite.com/e/what-if-advice-accounting-smsf-workshop-with-mcintyre-finance-tickets-1316996174009?aff=oddtdtcreator

10/03/2025

🚨 RETIREMENT PLANNING MADE EASY 🚨
Ready to take charge of your retirement plans? Don't miss What If Advice + Accounting FREE Retirement Workshop on 1st April at 6pm in our Toowong office! (4066).

Whether you're just starting to think about retirement or looking to fine-tune your plan, this is the workshop for you!
What you'll learn:
✅ How to reduce stress and secure peace of mind
✅ Tips for boosting cashflow
✅ Strategies to maximise your savings
✅ Understanding the age pension & more!

Plus, get direct access to our expert financial advisers in our open Q&A session- no question is too big or small! 🔥
Limited spots available - register today and set yourself up for the retirement you deserve! 🏖
https://www.eventbrite.com.au/e/what-if-advice-accounting-retirement-workshop-tickets-1257697159059?aff=oddtdtcreator

03/03/2025

Join us on April 1st for What If Advice + Accounting Retirement Workshop, where we’ll help take the stress out of planning your finances for the future! Whether you're nearing retirement or just starting to think about it, our expert team will guide you through key strategies to ensure you're on the right track.

This workshop is completely FREE, and we’ll also be answering any questions you have along the way. Let us help you feel confident about your financial future. See you there!

RSVP here: https://www.eventbrite.com.au/e/what-if-advice-accounting-retirement-workshop-tickets-1257697159059?aff=oddtdtcreator

24/02/2025

Looking to retire comfortably and in need of some advice of how to do it? You're in luck! What If Advice + Accounting are hosting a retirement Workshop on 1st April in their Toowong office at 6pm.

This FREE workshop will cover everything you need to know about maximising your retirement plans. Plus, a Q&A session with our advisers to answer any burning questions!

Don't miss out- RSVP your spot now using the link below -

Join us at the What If Advice + Accounting Retirement Workshop to learn how to make the most out of your retirement years!

28/01/2025

What If Advice + Accounting are hosting a Budgeting for Families Workshop on 11th Feb at 6pm, at Lvl 3/54 Jephson St Toowong.

If you've ever wanted to know more about:
- How to maximise your cashflow and budgeting for your family.
- Investing for the future and children.
- Tackling debt management.
- How to protect your family in the event of injury or death.
- Superannuation.
then this is the event for you!

There is also opportunity for your burning questions to be answered in an open Q&A session with financial advisers. Follow this link to RSVP now! https://www.eventbrite.com/e/what-if-advice-accounting-family-workshop-tickets-1116138413039?aff=oddtdtcreator

11/10/2024

If you missed out on our last Retirement Workshop, don't fret! Our next Retirement Workshop will be on Tuesday 19th November, at 6pm in our Toowong office.

This is an amazing opportunity for anyone looking to retire in the next 10 years to have those burning questions answered!

We'd love to see you there - use the link below to secure your spot!

https://www.eventbrite.com/e/what-if-advice-accounting-retirement-workshop-tickets-1041622189007?aff=oddtdtcreator

24/09/2024

Transforming dreams into reality, one testimonial at a time! ✨ Help others find their financial breakthrough and drop a review, we want to hear from you! 🗣️

27/08/2024

Join Us for Our Second Retirement Seminar!

Get expert insights from top financial advisers to help you plan a secure and enjoyable retirement.

Reserve your spot now:

https://www.eventbrite.com/e/what-if-advice-accounting-retirement-workshop-tickets-987453027587?aff=oddtdtcreator

25/08/2024

What is your most valuable asset?

a) your house
b) your superannuation
c) your income

For most people, the answer is c). Without the ability to earn income we don’t have the money to pay the bills and save for the future.

Financial security doesn’t just mean accumulating wealth but also protecting it. Many people insure their house and car but forget about protecting their income. If you are sick or injured and cannot work, you may have savings or sick leave from your employer to keep you afloat. But after that...?

Talk to us about protecting your most valuable asset. Slide us a DM :)

15/08/2024

The days of the sole breadwinner looking after all the family finances without any involvement of their partner are long gone. With two-income families more often the norm, both parties in a relationship should have a say in the financial situation and an understanding of what is going on.

Pre-nuptial agreements don’t sound very romantic but they do make sense, particularly where one partner has considerably more assets than the other before marriage. Such agreements have had a formal legal standing in Australia since 2000 but it is important that both partners seek legal advice as these agreements can be set aside by the courts if found to be unjust or unreasonable.

Even more important than a legal agreement is a full and open understanding of joint financial affairs, and mutual agreement of how income will be shared and expenses paid.

Whether you are already living together or planning to, some of the important points to discuss openly include:

1. Make a budget for income and expenditure that you both agree on.
2. If you are planning a wedding, who will pay for what?
3. Be sure to cover the costs of any children from previous relationships.
4. Will you have joint bank accounts and credit cards, and how will bills be paid?
5. If one partner is expecting an inheritance, or some other lump sum, discuss how it will be used and whether it will be kept in one name or shared.

It doesn’t matter if you’re 20 or 50, like most issues that arise in relationships, the best way to avoid future problems is to have open discussions on financial matters early in your relationship, allowing love to flourish!


Book a meeting with us for your budgeting, and future planning needs!