Contact Us

We would like to help you with your financial future

Please contact us

  • 7/127-131 Colburn Avenue, Victoria Point, QLD 4165
  • 07 3103 3122
  • enquiries@lmfs.com.au
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Luke Marton Financial Services can help you secure your future and make confident financial decisions

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.

Find out more

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.

Find out more

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.

Find out more

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.

Find out more

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.

Find out more

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.

Find out more

Luke Marton Financial Services at a Glance

Years providing life-changing advice
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Qualified Advisers
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Valued clients
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Funds and Assets Under Management
$ 200 M+
Friendly Staff Members
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Years of Collective Experience
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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.

Step 1
Step 2
Step 3
Step 4
Step 5
Discovery Call

Let’s have a quick chat so we can find out how we can work together to help you achieve your goals.

Initial Appointment
At our first meeting we gather data about all aspects of your financial situation, and we take a comprehensive look at your life and your finances.
Financial Plan

We create a personalised financial plan that will serve as a roadmap towards your goals.

Implementation

We now put your financial plan in action by implementing all your personalised strategies.

Support

We stay in touch and regularly review your plan based on major life changes or market factors.

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.

Step 1
Discovery Call

Let's have a quick chat to see how we can work together to help you achieve your goals.

Step 1
Step 2
Initial Appointment
At our first meeting we gather data about all aspects of your financial situation, and we take a comprehensive look at your life and your finances.
Step 2
Step 3
Financial Plan

We create a personalised financial plan that will serve as a roadmap towards your goals.

Step 3
Step 4
Implementation

We set your financial plan in action by implementing all your personalised strategies.

Step 4
Step 5
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.

Step 5

The Latest from our Financial Library

Income streams

Income streams

These are regular payments made from your superannuation fund or purchased using either superannuation money or savings. Keep in mind,…
How to maximise the impact of your inheritance

How to maximise the impact of your inheritance

Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wisely Australia is entering one of the largest intergenerational wealth…
Record SMSF growth driven by digital access

Record SMSF growth driven by digital access

Record SMSF growth driven by AI and digital tools, but admin and compliance challenges persist 48,500 new SMSFs were established…
Six ways Gen X can build retirement savings

Six ways Gen X can build retirement savings

Making the most of your peak earning years Many Gen X Australians are now in their peak earning years and…
Tips and tricks for cutting costs

Tips and tricks for cutting costs

Discounts, offers and rewards programs Cost of living is impacting people across Australia, with everything from interest rates to the…
Perspective, not policy, drives long-term investment success

Perspective, not policy, drives long-term investment success

In the weeks after the Federal Budget’s announcement to change the rules for negative gearing and the reduction to Capital…
Read more

What our clients say

"Luke is without doubt an expert in his field. He is enthusiastic and caring and will give the "gold standard" service on every occasion. Luke is my "go to" financial adviser. Do not waste your time and money, speak to Luke and get the best options for your future".
Redland Bay.
"Luke was kind enough to see my wife and I at his office where he explained exactly how he works his business to help us in ours and also to give us financial direction in our personal life by seperating personal finance from business. You see our financial situation is a bit like an old car, from a couple of metres away it looks fine but get up close and you will see that one of the tyres has a slow leak, the motor is 60,000klms overdue for a service and like alot of people we use it to go from A to B and sometimes to C when we probably really shouldn't. Well, Luke being our financial mechanic has fixed the tyre, changed the oil and is planning on throwing in a new motor in the close future. This will ensure we can still use our car to get us where we need to be and I'm sure Luke will be there along the way making sure we dont use our old car for reasons other than it should be used for. And hopefully this means when I finally cark it that I will have a classic old car worth something to leave my kids. Cheers Luke, you're much appreciated in our garage".
Redland Bay.
"Having had Luke as our financial adviser for the past six years we have developed a close relationship with him and have complete faith in his recommendations and advice. We feel able to suggest Investments that we like and he supports our ideas providing they fit our risk profile and investment plan. We are confident we will achieve our financial goals with Luke and we have no hesitation in recommending him as a financial adviser".
Mt Crosby
"We have had Luke Marton as our financial adviser for the past seven years and have no hesitation in recommending him, and in fact do so to our friends and work colleagues. Working with Luke has allowed us to gain huge peace of mind through being appropriately insured should anything happen to either of us, and we now also have a very positive financial outlook whilst reducing our private debt and building investments for both now and in 20 years when we retire. We could not have imagined being in that situation prior to our financial strategy created by Luke."
Bray Park.
"We have been working with Luke Marton as our financial planner for more than 5 years now. In that time we have been constantly impressed with his professionalism and ability to communicate clearly. From the start we have been confident in the advice that he has given us, that it is relevant to our circumstances and he is focussed on our long term financial well-being, as well as ensuring that our current lifestyle is comfortable. Luke has the ability to explain complex finance concepts in everyday language that is easy to understand, and we have found that he has a very genuine manner. Luke has given us valuable guidance and advice when we have needed to make big decisions that potentially impact on our future financial position, and we trust that his advice is based on our needs".
Clontarf.
"Luke,
Thank you so much for taking the time to meet with our daughter today. She really appreciated your guidance and left with plenty to consider. It means a great deal (to her and to us) to have someone she can trust as she begins this important step in her financial journey. Your professionalism, warmth, and integrity truly stand out, and your ability to tailor your advice to individual personalities and knowledge levels makes all the difference.
Thanks again, Luke."
Cleveland

The latest from our Instagram page

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The financial planner you can trust

❓ Do you know who would receive your super if something happened to you?

Many people assume their super will automatically be paid according to their wishes, but that`s not always the case.

A non-binding nomination acts as a guide only, meaning the trustee ultimately decides who receives your benefit. A binding beneficiary nomination, however, can help ensure your super is distributed according to your instructions.

Taking a few minutes to review your nomination today could provide greater certainty and peace of mind for the people who matter most.

#BindingBeneficiary #Superannuation #FinancialAdvice #EstatePlanning #lukemartonfinancialservices

4 0
Open post by luke.marton.financial.services with ID 17906310987509300
❓ Do you know who would receive your super if something happened to you? Many people assume their super will automatically be paid according to their wishes, but that's not always the case. A non-binding nomination acts as a guide only, meaning the trustee ultimately decides who receives your benefit. A binding beneficiary nomination, however, can help ensure your super is distributed according to your instructions. Taking a few minutes to review your nomination today could provide greater certainty and peace of mind for the people who matter most. #BindingBeneficiary #Superannuation #FinancialAdvice #EstatePlanning #lukemartonfinancialservices

…

4 0

🎯 Retirement isn`t an age. It`s a goal.

The question isn`t whether you`ll retire, but whether you`ll be ready when the time comes.

#RetirementPlanning #FutureFocused #FinancialWellbeing #LifePlanning #lukemartonfinancialservices

4 0
Open post by luke.marton.financial.services with ID 17934374511384033
🎯 Retirement isn't an age. It's a goal. The question isn't whether you'll retire, but whether you'll be ready when the time comes. #RetirementPlanning #FutureFocused #FinancialWellbeing #LifePlanning #lukemartonfinancialservices

…

4 0

Your financial plan is really a life plan. 💡

The holidays you want to take. The home you want to own. The flexibility you want to feel. The legacy you want to leave.

Every goal starts with a plan.

#FinancialPlanning #LifeGoals #FinancialWellbeing #WealthPlanning #lukemartonfinancialservices

3 0
Open post by luke.marton.financial.services with ID 18109452482154331
Your financial plan is really a life plan. 💡 The holidays you want to take. The home you want to own. The flexibility you want to feel. The legacy you want to leave. Every goal starts with a plan. #FinancialPlanning #LifeGoals #FinancialWellbeing #WealthPlanning #lukemartonfinancialservices

…

3 0

A strong financial future doesn`t happen by chance.

It starts with a clear vision, followed by purposeful action. The decisions you make today can help create the opportunities you want tomorrow.

Dreams inspire. Actions shape the future.

#FinancialPlanning #FinancialGoals #Investing #WealthManagement #FinancialAdvice

4 0
Open post by luke.marton.financial.services with ID 17947084011297270
A strong financial future doesn't happen by chance. It starts with a clear vision, followed by purposeful action. The decisions you make today can help create the opportunities you want tomorrow. Dreams inspire. Actions shape the future. #FinancialPlanning #FinancialGoals #Investing #WealthManagement #FinancialAdvice

…

4 0

Fear of missing out can be expensive.

Before jumping on the latest investment trend, ask yourself: ✅ Does it align with my goals? ✅ Does it fit my risk profile? ✅ Is it part of a long-term strategy?

A disciplined approach will usually outperform emotional decision-making over time.

*General information only. This information does not take into account your objectives, financial situation or needs. Consider whether it is appropriate for you before acting.

#Investing #RiskTolerance #FinancialAdvice #WealthManagement #FinancialPlanning

4 0
Open post by luke.marton.financial.services with ID 18147602509546747
Fear of missing out can be expensive. Before jumping on the latest investment trend, ask yourself: ✅ Does it align with my goals? ✅ Does it fit my risk profile? ✅ Is it part of a long-term strategy? A disciplined approach will usually outperform emotional decision-making over time. *General information only. This information does not take into account your objectives, financial situation or needs. Consider whether it is appropriate for you before acting. #Investing #RiskTolerance #FinancialAdvice #WealthManagement #FinancialPlanning

…

4 0

💰 Could you be paying more on your mortgage than necessary?

Many homeowners set up their loan and never look at it again. Taking the time to review your interest rate could potentially save you money over the life of your loan.

It pays to check.

#Mortgage #HomeLoan #FinancialPlanning #MoneyManagement #FinancialAdvice

3 0
Open post by luke.marton.financial.services with ID 18119141017899770
💰 Could you be paying more on your mortgage than necessary? Many homeowners set up their loan and never look at it again. Taking the time to review your interest rate could potentially save you money over the life of your loan. It pays to check. #Mortgage #HomeLoan #FinancialPlanning #MoneyManagement #FinancialAdvice

…

3 0

Your financial health and mental health are more connected than you think. 💭💰 When money feels uncertain, stress, anxiety, and overwhelm often follow. Building financial confidence isn`t just about growing wealth, it`s about creating peace of mind, reducing stress, and supporting your overall wellbeing. Because true health includes both your mind and your money. ✨

#FinancialWellness #MentalHealthMatters #FinancialHealth #Wellbeing #MoneyMindset #StressLess

5 0
Open post by luke.marton.financial.services with ID 18112183235008139
Your financial health and mental health are more connected than you think. 💭💰 When money feels uncertain, stress, anxiety, and overwhelm often follow. Building financial confidence isn't just about growing wealth, it's about creating peace of mind, reducing stress, and supporting your overall wellbeing. Because true health includes both your mind and your money. ✨ #FinancialWellness #MentalHealthMatters #FinancialHealth #Wellbeing #MoneyMindset #StressLess

…

5 0

Risk tolerance is your comfort level with investment ups and downs.

A portfolio that helps one person sleep soundly at night may keep another awake worrying.

That`s why successful investing isn`t just about choosing investments. It`s about finding a strategy that matches your goals, timeframe, and comfort with risk.

A good investment plan is often the one you can stick with through all market conditions.

#FinancialPlanning #Investing #RiskTolerance #FinancialAdvice #WealthManagement

5 0
Open post by luke.marton.financial.services with ID 17957087724235264
Risk tolerance is your comfort level with investment ups and downs. A portfolio that helps one person sleep soundly at night may keep another awake worrying. That's why successful investing isn't just about choosing investments. It's about finding a strategy that matches your goals, timeframe, and comfort with risk. A good investment plan is often the one you can stick with through all market conditions. #FinancialPlanning #Investing #RiskTolerance #FinancialAdvice #WealthManagement

…

5 0

The latest from our Facebook page

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Luke Marton Financial Services is at Luke Marton Financial Services.
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❓ Do you know who would receive your super if something happened to you?

Many people assume their super will automatically be paid according to their wishes, but that's not always the case.

A non-binding nomination acts as a guide only, meaning the trustee ultimately decides who receives your benefit. A binding beneficiary nomination, however, can help ensure your super is distributed according to your instructions.

Taking a few minutes to review your nomination today could provide greater certainty and peace of mind for the people who matter most.

#BindingBeneficiary #Superannuation #FinancialAdvice #EstatePlanning #lukemartonfinancialservices … See MoreSee Less

❓ Do you know who
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Luke Marton Financial Services is at Luke Marton Financial Services.
2 days ago

🎯 Retirement isn't an age. It's a goal.

The question isn't whether you'll retire, but whether you'll be ready when the time comes.

#RetirementPlanning #FutureFocused #FinancialWellbeing #LifePlanning #lukemartonfinancialservices … See MoreSee Less

🎯 Retirement isnt
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Luke Marton Financial Services
4 days ago

Your financial plan is really a life plan. 💡

The holidays you want to take. The home you want to own. The flexibility you want to feel. The legacy you want to leave.

Every goal starts with a plan.

#financialplanning #lifegoals #financialwellbeing #wealthplanning #lukemartonfinancialservices … See MoreSee Less

PlayFinancial Planning is Life Planning
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Know where you stand – Wealth Report is a one-stop shop for understanding your financial situation

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Let us do the maths. With Wealth Report’s integrated approach, fill out your information once and we will apply all appropriate calculators to fit your life

Secure and private. We are unable to view your personal information unless you select the option to allow a qualified financial adviser from our team to view your data and contact you.

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Jane Brown

Head Accountant

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