Your Lifetime Wealth Partner
Financial planning is not a one-time event, but an ongoing journey. It’s about making thoughtful, well-informed decisions that are consistently applied to help you achieve your goals. As your life and circumstances change, your financial plan adapts with you, ensuring it always reflects what matters most to you.
We provide clear, trustworthy financial advice that simplifies complexity, empowers your decisions, and aligns with your life goals. We partner with you to build a secure financial future - one step at a time.
What we do
We have happy, Satisfied Clients
We can Assist you with
Wealth Creation & Investing
Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.
Wealth Protection
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future.
Estate Planning
We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Debt Recycling & Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Luke Marton Financial Services at a Glance
Our financial planning process
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Our Financial Planning Process
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Discovery Call
Let's have a quick chat to see how we can work together to help you achieve your goals.
Initial Appointment
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
Implementation
We set your financial plan in action by implementing all your personalised strategies.
Support
There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.
The Latest from our Financial Library
Teaching kids about money
Should you change your investment strategy because of the CGT changes?
Estate planning – why it’s important to have a will
Financial literacy in Australia: Where we’re improving (and falling behind)
How to dispose of shares
Should you sell or rent out your home before buying again?
What our clients say
The latest from our Instagram page
Last week we swapped our usual office attire for something a little more glamorous! 🏇🏼✨
Three cheers for Luke who won Best Dressed! Not saying he had a speech prepared, but I`m not not saying that either 😂🏆
#melbournecup #officelife #lukemartonfinancialservices
Ever wondered what a financial adviser actually does?
While investments can be part of the conversation, much of our role is helping people make confident decisions about their money, whether that`s managing debt, planning for retirement, building wealth, protecting their family or navigating life`s big changes.
No crystal ball required. Just good advice and a clear strategy. 💡
#FinancialWellbeing #FinancialAdvice #MoneyGoals #WealthCreation #RetirementPlanning #FinancialConfidence
A good budget doesn`t take the fun out of life. It helps you enjoy it with confidence. 😊
Higher interest rates can put extra pressure on household budgets, which makes it a good time to take a fresh look at your debt strategy.
A review can help you understand where you stand, identify opportunities to improve cash flow, and ensure your borrowing arrangements still align with your goals. Small adjustments today could make a meaningful difference over time.
If you`re unsure where to start, seeking professional guidance can help you make informed decisions with confidence.
#financialadvice #financialplanning #debt #debtmanagement #lukemartonfinancialservices
Our team is enjoying a day off today 🏇🏼
See you tomorrow 😉
✨ Let`s make the most of your super.
#financialadvice #financialplanning #superannuation #lukemartonfinancialservices
✅ Will ✅ Insurance ✅ Emergency fund ✅ Beneficiaries ✅ Debt management
How many can you confidently tick off your list?
You`ve worked hard to build your wealth. But have you taken the right steps to protect it? Our simple wealth protection checklist highlights five important areas to keep track of.
#wealthprotection #insurance #financialadvice #lukemartonfinancialservices
🎄 Christmas has a way of sneaking up on us… and so do the expenses!
Starting a Christmas budget now can help take the pressure off later. By planning ahead for gifts, food, travel and celebrations, you can enjoy the festive season with less financial stress and more peace of mind. Start today!
✅ Set a spending limit
✅ Make a gift list
✅ Put aside a little each week
✅ Track your spending as you go
A little planning today could make for a much merrier Christmas tomorrow. 🎁✨
#ChristmasBudget #MoneyManagement #FinancialWellbeing #BudgetingTips
The latest from our Facebook page
We are on Facebook
Last week we swapped our usual office attire for something a little more glamorous! 🏇🏼✨
Three cheers for Luke who won Best Dressed! We look forward to hearing about it at every team meeting for the foreseeable future 😂🏆
#melbournecup #officelife #lukemartonfinancialservices
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❌ Pick stocks all day
❌ Works only with wealthy people
❌ Focuses only on retirement
✅ Help people make informed financial decisions
✅ Create strategies to achieve their goals
✅ Support clients through every stage of life
Financial advice isn't just about investments and retirement. It's about providing clarity, confidence and a plan for the future.
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A good budget doesn't take the fun out of life. It helps you enjoy it with confidence. 😊
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More than $21 billion in lost and unclaimed super is waiting to be claimed by Australians.
The good news? A quick check through your myGov account linked to the ATO could help you locate any lost or unclaimed super.
If you're having trouble finding it or just want to make the most of your super, that's where we come in. 😎
#financialadvice #superannuation #financialplanning #lukemartonfinancialservices
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Financial advice isn't just for the wealthy or those close to retirement. A financial adviser can help you work towards your goals, instead of putting them off.
#financialadvice #financialgoals #investing #debtmanagement #lukemartonfinancialservices
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