Luke Roberts

Director & Private Client Adviser

Luke Roberts has spent over two decades helping people make sense of complex financial situations. As a Director of UNICA Wealth, he brings both technical depth and a genuine focus on what clients actually want their wealth to do for them.

Luke specialises in strategic wealth management, investment portfolio design, and intergenerational wealth transfer. He works closely with high-net-worth individuals, families, not-for-profit organisations, and business owners - the kinds of clients whose circumstances demand more than a standard approach.

His role in investment governance reflects that expertise. Luke chairs UNICA's Investment Committee and serves as a voting member of the Navegar Investment Committee, helping ensure robust portfolio construction and oversight across the business.

My passion lies in helping clients achieve clarity and confidence in their financial future through tailored strategies and long-term relationships built on trust.

What sets Luke apart is his client-centric approach. He's known for building long-term relationships where clients feel genuinely understood - not just as a set of numbers, but as people with goals, concerns, and families who matter to them.

Outside work, Luke enjoys spending time with family, sharing good wine with friends, and keeping active.

Luke's Expertise

Retirement Planning

Superannuation including Self-Managed Superannuation

Portfolio Construction and Ongoing Management

Tax Management

Estate Planning

Asset Protection

Lending and Debt Management

Gifting Donations and Foundations

Qualifications

Bachelor of Economics