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
Facebook Linkedin Instagram

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

[wprevpro_usetemplate tid=”1″]

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
0 +
Qualified Advisers
0 +
Valued clients
0 +
Funds and Assets Under Management
$ 200 M+
Friendly Staff Members
0 +
Years of Collective Experience
0 +

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

Six strategic investment moves for mid-career women

Six strategic investment moves for mid-career women

As women enter their mid-career years, many begin to earn more and have greater capacity to invest. Making the most…
Make your money last in retirement

Make your money last in retirement

Here are some ways to help you get the most out of any retirement savings. Do a retirement budget When…
SMSF record-keeping requirements

SMSF record-keeping requirements

How self-managed super fund (SMSF) trustees can meet their responsibility to keep accurate tax and super records. How self-managed super…
Preparing your business for the new financial year

Preparing your business for the new financial year

Every new financial year comes with a list of must-do tasks, but 2026-27 is bringing  a range of fresh challenges…
Almost 3 million workers will get a 4.75% pay rise in July. But wages can’t catch up with inflation

Almost 3 million workers will get a 4.75% pay rise in July. But wages can’t catch up with inflation

Around 2.8 million of Australia’s lowest-paid workers got a 4.75% pay rise from July 1 this year, after the latest…
Home loan pre-approval

Home loan pre-approval

Everything you need to know about getting a pre-approval for your mortgage. What is pre-approval? Home loan pre-approval (or conditional…
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

luke.marton.financial.services

497 93

The financial planner you can trust

Investing without analysing your level of risk… is risky.

Invest with a plan.

#investing #investmentadvice #financialadvice #lukemartonfinancialservices

2 0
Open post by luke.marton.financial.services with ID 18101860067142405
Investing without analysing your level of risk... is risky. Invest with a plan. #investing #investmentadvice #financialadvice #lukemartonfinancialservices

…

2 0

When you hear the word budget, does it make you frown?

Because it shouldn`t! 😁Thanks, Luke 👍

#budget #financialplanning #cashflow #lukemartonfinancialservices

5 0
Open post by luke.marton.financial.services with ID 18112109672313831
When you hear the word budget, does it make you frown? Because it shouldn't! 😁Thanks, Luke 👍 #budget #financialplanning #cashflow #lukemartonfinancialservices

…

5 0

Every investment involves an amount of risk, but some are generally more unpredictable or volatile than others.

The right investment advice can make a world of difference.

#investing #investment #investmentadvice #lukemartonfinancialservices

4 0
Open post by luke.marton.financial.services with ID 17871636855546067
Every investment involves an amount of risk, but some are generally more unpredictable or volatile than others. The right investment advice can make a world of difference. #investing #investment #investmentadvice #lukemartonfinancialservices

…

4 0

✨ We take so much pride in testimonials like these.

#clientfirst #clientreview #financialadviser #lukemartonfinancialservices

4 0
Open post by luke.marton.financial.services with ID 17991395543812188
✨ We take so much pride in testimonials like these. #clientfirst #clientreview #financialadviser #lukemartonfinancialservices

…

4 0

You might find some new employees around the office these school holidays, and they are dressed to impress. ✨😁

13 1
Open post by luke.marton.financial.services with ID 17882678247605000
You might find some new employees around the office these school holidays, and they are dressed to impress. ✨😁

…

13 1

If you are worried about your ability to manage your repayments you are entitled to ask your lender for help. According to the law, your lender must then offer you assistance. If you are unhappy with their response you can lodge a complaint with the Australian Financial Complaints Authority.

Financial stress is not something you need to endure alone.

#debtmanagement #financialstress #debt #financialadvice #financialadviser #lukemartonfinancialservices

3 0
Open post by luke.marton.financial.services with ID 18343236472223267
If you are worried about your ability to manage your repayments you are entitled to ask your lender for help. According to the law, your lender must then offer you assistance. If you are unhappy with their response you can lodge a complaint with the Australian Financial Complaints Authority. Financial stress is not something you need to endure alone. #debtmanagement #financialstress #debt #financialadvice #financialadviser #lukemartonfinancialservices

…

3 0

Keeping an eye on your super can help make sure you are getting the most benefit out of your money.

#superannuation #financialadvice #lukemartonfinancialservices

4 0
Open post by luke.marton.financial.services with ID 17903292504450627
Keeping an eye on your super can help make sure you are getting the most benefit out of your money. #superannuation #financialadvice #lukemartonfinancialservices

…

4 0

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

Project your future – Use Wealth Report’s industry-leading modelling to project your future.

Immediate response – Wealth Report delivers your personal report immediately.

Assess you goals – Explore multiple ‘What if’ scenarios for the years ahead.

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.

Download the Guide

In this free ebook we share 5 important steps to help you be the boss of your money.

We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime.

Jane Brown

Head Accountant

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam pharetra aliquet ligula in volutpat. Aenean laoreet leo massa, non laoreet ante imperdiet ut.

Aliquam imperdiet pellentesque eleifend. Proin feugiat nulla eget nunc dapibus, at aliquet dui interdum. Cras porttitor ultrices volutpat. Orci varius natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus.

Morbi eu est velit. Sed pulvinar mi ac congue euismod. Aliquam erat volutpat. Aliquam et cursus dui, ut mollis tortor. Donec eget eros eget nunc accumsan congue sed in orci. Vivamus quam nunc, egestas non dapibus non, aliquet vitae dui. Maecenas elit nibh, consectetur id ipsum quis, convallis euismod nisl. Sed sem magna, semper vitae felis et, fermentum euismod justo. Sed tristique mauris lorem, id auctor nisi tincidunt eget.

Facebook-f Twitter Linkedin-in