Professional advice and investment management

Applied Wealth is a privately owned advisory firm guiding individuals and families to financial independence since 2012

There are few areas more sensitive than our own financial affairs. And this puts a real premium on who we entrust with our financial wellbeing. Success in any worthwhile endeavour is backed by a well-thought out, well-executed plan— there’s no substitute for thoroughness, research and an implicit understanding of one’s situation.

An experienced team bringing sophisticated investment solutions and tailored financial advice together

We believe that the best results are achieved by those who begin with the end in mind. We do this by gaining a deep understanding of your goals and the values upon which they are based. It’s from this intimate focus that we develop strategies to achieve enduring financial success.

An experienced team bringing sophisticated investment solutions and professional financial advice together

We believe that the best results are achieved by those who begin with the end in mind. We do this by gaining a deep understanding of your goals and the values upon which they are based. It’s from this intimate focus that we develop strategies to achieve enduring financial success.

Our Team

The fact is, we find a great deal of satisfaction in creating and implementing strategies that serve our clients’ financial aspirations.

MEET OUR DIRECTOR

Luke Ranson

B.Com(FP, Acc)  MFP

Luke is dedicated to helping his clients become financially organised by aligning their financial choices with their most important goals and deeply held values. The outcome is they have more time for the things that matter most; family, health, relationships, experiences, personal growth and career.

Prior to establishing Applied Wealth, Luke held senior advisory roles at ANZ Bank and Westpac Group. Luke also served as a board member at Integral Private Wealth between 2017 and 2020 with a focus on client advocacy and using technology to augment the delivery of advice.

Luke’s experience includes guiding Executives, Professionals, Business Owners and Self-funded Retirees to make practical and well-considered financial decisions. He is committed to delivering a highly tailored service to his clients, drawing upon a leading a team of best-in-class subject matter experts. The result is a personalised lifetime strategy, supported by an ongoing program that is comprehensive and coordinated.

Luke, his wife Lynda and son Harry live on Sydney’s Northern Beaches. Outside of family time, you might find Luke swimming with the North Sydney Masters or surfing at Curl Curl Beach.

We’re here to help

Our proven wealth management solutions are guided by superior service and support, providing our clients with the confidence of knowing we make ourselves available for them.

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