Financial Advice | Wealth Creation

Spotlight on Greg Luscombe – Authorised Rep

Spotlight on Greg Luscombe – Authorised Rep

MB+M’s Wealth Creation Team brings you a spotlight article on Greg Luscombe

All of our OzPlan Financial Services Authorised Representatives are experienced Financial Planners.  Each Rep, however, also has a specialisation that they are particularly passionate about. Today, we are going to find out about Greg Luscombe.

Greg Luscombe CA

Greg

Greg has a wealth of experience in both accounting and financial planning, having joined MB+M over 34 years ago. Greg came back to the local area after completing his accounting degree and working in Melbourne for one of the big accounting firms. He branched out into financial planning approximately 20 years ago.

Greg grew up in Toolamba and, except for those few years in Melbourne, has spent his whole life in the local area. He brings a broad depth of local knowledge to his role as one of five MB+M Directors.

Greg enjoys engaging with his clients to give them peace of mind, and helping them to achieve their financial goals. He likes to converse with his clients to ensure that they understand the complex issues, to make the difficult subject of finance simpler for them.

Specialty – Tax implications of your investment decisions

All of our OzPlan Financial Services Authorised Representative have a specialty. With over 20 years working in taxation, Greg’s specialty is knowing the tax implications of your investment decisions.

“Being able to understand the taxation consequences of investment decisions is beneficial when analysing complex strategies and products.” Greg said.  “It’s very satisfying when we achieve a great result that matches our client’s needs.”

This happened…

One of Greg’s long-term clients is a couple who were blessed with a child living with disability. As a starting point, Greg helped them to smartly invest their funds, keeping in mind their special needs in funding a life with their child, and then to navigate their accumulation of wealth to enable them to retire comfortably.

Now that they have achieved that milestone, Greg is still assisting them to live comfortably, and to enjoy their life after work.


Make an appointment

Greg and all of our Authorised Reps would love to talk to you.  We are currently offering an initial free meeting to discuss your personal situation.  There is no obligation attached.  Give us a call on 5831 1233 or email mbmozplan@mbmgroup.com.au to request an appointment today.

Greg Luscombe CA – Authorised Representative No: 268360


Published 22 March 2022.
The information provided in this article is general in nature only and does not constitute financial advice.