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

					For more than fifteen years, we’ve trusted Luke’s expertise and character to manage our financial affairs. His knowledge and understanding of how to apply it is of the highest order. We highly recommend Luke to anyone who values these traits in a financial advisor.
read moreread less
Rod McWilliams
26/06/26
					I now have been working with Luke for the last 13 years. He has assisted me in transitioning into retirement and very successfully established and managed my portfolio. Luke has been very approachable and patient in explaining the necessary strategies. I honestly believe that I would not be in a very conformable retirement lifestyle without Lukes advise and knowledge. Thank you Luke.
read moreread less
Rod Arrold
02/05/26
					Luke is excellent at what he does. He has the ability to explain things in a clear, straightforward way which helps to make it much easier to understand your options. He combines a strong technical knowledge with a friendly and approachable style. I would happily recommend him to anyone looking for personalised and reliable financial advice.
read moreread less
Belinda Hornal
29/04/26
					I have known Luke for almost two decades and he has managed my super and investment strategies as well as personal insurance advice as well. Luke’s Technical and Investment knowledge is first rate. His transparency and integrity cannot be faulted. I highly recommend Luke and his team for all financial planning related advice.
read moreread less
Clinton Teitz
23/04/26
					Great communication and extremely knowledgeable. If looking at investing options look no further. Luke Marton Financial Service is your first port of call.
read moreread less
DJ King Electrical
01/10/24
					I was financially lost and had no idea what to do, had no ideas on my options. I would highly recommend to any and all. Great team,great advice. Thanks Luke
read moreread less
Allan Mclaggan
08/07/24
					Luke has assisted me in making sense of the confusion in Australia markets and investment strategies. Solid and experienced gentleman who has listened to my situation and advised appropriately in language that I can understand.Thank you!
read moreread less
Tony Gleeson
03/05/24
					Luke shows exceptional knowledge and provides advice tailored to each individuals own circumstances. He doesn’t have a “one size fits all” approach and provides options that are thoughtful and thorough. I highly recommend Luke and appreciate his insight, intelligence and empathic nature.
read moreread less
Zeenet Scarborough
05/03/24
					Luke is fantastic at what he does. He explains everything very clearly so that you understand and can make the best decisions regarding the planning and protection of your income for the years to come. It is not just about your superannuation and retirement plan but also protecting yourself and your family should things go pear shaped. Highly recommend Luke’s services. It is never too late.
read moreread less
Kerry Hargreaves
04/03/24
					Luke looked over our debit and helped devise a plan to eliminate our debt and invest in retirement. He is very personable, professional and knowledgeable in his field of work and I would recommend him to anyone!
read moreread less
alan thompson
19/10/23
					Luke is super helpful and explains things in “laymans” terms! Luke helped us with optimising our super and with our life insurance policies. He is a very experienced financial planner and I highly recommed having a chat with him.
read moreread less
Karen Phillips
17/10/23
					Luke is Amazing, he explains everything in a clear and simple terms that anyone can understand – Highly Recommend
read moreread less
Nicole Makedos
10/10/23
					Genuine, honest and caters to your specific needs, highly recommend Luke Marton for understanding and improving your financial situation!
read moreread less
Alex T
10/10/23
					Luke is always incredibly helpful, patient and has shown genuine interest in my financial future. Communication is prompt and efficient, he has a great attitude and is a pleasure to deal with.
read moreread less
Reece Scarborough
09/10/23
					Luke is a genius! A true financial mastermind. I trust him with my private and confidential matters such as finances and the like. You can rest assured that Luke is trustworthy, reliable and honest.
read moreread less
Eugene McAuley
08/10/23
					Luke gave us advice that was really helpful and easy to understand. I wouldn’t trust any other adviser with my finances
read moreread less
Alycia Thompson
05/10/23

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

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

Putting healthspan at the heart of your plan

28th September 2026

There is something deeply hopeful about the fact that we are living longer than previous generations. Advances in medicine, safer…

Chores or no chores? The economic psychology of giving kids pocket money

28th September 2026

When growing up, many kids earned pocket money by babysitting, mowing lawns, walking dogs or washing cars for their neighbours.…

Diversification

21st September 2026

Diversification is an investment management strategy that reduces the impact of some of your investments performing poorly. What is diversification…

Protect your money in retirement

21st September 2026

Retirement can be a time when people may try to take advantage of your trust. Protect your money from people…

What is compound interest?

14th September 2026

Learn what compound interest is and how it can be used to grow your savings. Understanding compound interest Compound interest…

Australia’s investment case has changed more than investors realise

14th September 2026

Key takeaways Australia is no longer just a China proxy – demand for its resources is increasingly being driven…

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".

"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".

"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".

"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."

"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".

"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."

The latest from our Instagram page

luke.marton.financial.services

535 101

𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲 𝘀𝘁𝗮𝗿𝘁𝘀 𝗵𝗲𝗿𝗲.
🌱 Growing financial knowledge for a stronger future.

✨ Financial glow up loading…

Here are 4 simple tips to help strengthen your financial health.

#financialadvice #tips #financetips #victoriapointqld #lukemartonfinancialservices

3 0

Open post by luke.marton.financial.services with ID 18035220815847383

✨ Financial glow up loading...

Here are 4 simple tips to help strengthen your financial health.

#financialadvice #tips #financetips #victoriapointqld #lukemartonfinancialservices

…

3 0

On track for retirement? 🤔 These 5 common mistakes could be quietly costing Australians thousands. The good news? They`re often avoidable. Swipe through to find out if you`re making any of them.

#retirementplanning #financialadvice #victoriapointqld #lukemartonfinancialservices

3 0

Open post by luke.marton.financial.services with ID 18100754093630500

On track for retirement? 🤔 These 5 common mistakes could be quietly costing Australians thousands. The good news? They're often avoidable. Swipe through to find out if you're making any of them.

#retirementplanning #financialadvice #victoriapointqld #lukemartonfinancialservices

…

3 0

At its meeting yesterday, the Board decided to increase the cash rate target to 4.60 per cent, the highest level since 2011.

Inflation remains elevated and some of the upside risks flagged in August are materialising.

The conflict in the Middle East has broadened and global energy prices are now much higher than had been assumed in the August forecasts.

Please get in touch if you would like to discuss recent rates and how they may affect you, or if you would like to review your finance options.

#financialadvice #lukemartonfinancialservices

3 1

Open post by luke.marton.financial.services with ID 18186603622406610

At its meeting yesterday, the Board decided to increase the cash rate target to 4.60 per cent, the highest level since 2011.

Inflation remains elevated and some of the upside risks flagged in August are materialising.

The conflict in the Middle East has broadened and global energy prices are now much higher than had been assumed in the August forecasts.

Please get in touch if you would like to discuss recent rates and how they may affect you, or if you would like to review your finance options.

#financialadvice #lukemartonfinancialservices

3 1

A big welcome to Ciara and Simone! 👏 We`re excited to have these talented and motivated Adviser Assistants join our team. As they continue their Financial Planning studies, they are building the knowledge and experience to support our clients and contribute to the future of our business. Ciara and Simone play an important role in supporting our adviser and team, helping us to continue delivering a high level of service to our clients.

#welcometotheteam #dreamteam #localbusiness #growingteam #financialadvice #lukemartonfinancialservices

11 2

Open post by luke.marton.financial.services with ID 18137221912712547

A big welcome to Ciara and Simone! 👏 We're excited to have these talented and motivated Adviser Assistants join our team. As they continue their Financial Planning studies, they are building the knowledge and experience to support our clients and contribute to the future of our business. Ciara and Simone play an important role in supporting our adviser and team, helping us to continue delivering a high level of service to our clients.

#welcometotheteam #dreamteam #localbusiness #growingteam #financialadvice #lukemartonfinancialservices

11 2

✨ Meet Our Team ✨

The strength of our business lies in the people behind it.

Their expertise, dedication, and passion for helping clients make us proud to showcase the incredible team that makes it all possible.

#teamspotlight #ourpeople #financialadvice #clientfocused #lukemartonfinancialservices

17 0

Open post by luke.marton.financial.services with ID 18353997649172553

✨ Meet Our Team ✨

The strength of our business lies in the people behind it.

Their expertise, dedication, and passion for helping clients make us proud to showcase the incredible team that makes it all possible.

#teamspotlight #ourpeople #financialadvice #clientfocused #lukemartonfinancialservices

…

17 0

If it sounds too good to be true, it probably is. Learn the warning signs.

💡 Helping you make informed financial decisions, one post at a time.

#retirement #scams #financialconfidence #financialadvice #lukemartonfinancialservices

4 0

Open post by luke.marton.financial.services with ID 18092372012174503

If it sounds too good to be true, it probably is. Learn the warning signs.

💡 Helping you make informed financial decisions, one post at a time.

#retirement #scams #financialconfidence #financialadvice #lukemartonfinancialservices

…

4 0

For many people, one super fund is easier to manage and may reduce fees. But before combining funds, check whether you`re giving up valuable insurance or benefits.

Not sure whether to combine your super funds? We can help you assess your options.

General advice only. Consider your personal circumstances before making financial decisions.

#superannuationadvice #investing #financialadvice #lukemartonfinancialservices

5 0

Open post by luke.marton.financial.services with ID 18458998339138614

For many people, one super fund is easier to manage and may reduce fees. But before combining funds, check whether you're giving up valuable insurance or benefits.

Not sure whether to combine your super funds? We can help you assess your options.

General advice only. Consider your personal circumstances before making financial decisions.

#superannuationadvice #investing #financialadvice #lukemartonfinancialservices

5 0

Building wealth starts long before you reach a million dollars.

It`s about developing the habits, discipline, and long-term mindset that support smart financial decisions. Small, consistent actions today can lead to meaningful outcomes tomorrow.

The way you think about money can shape your financial future.

#WealthCreation #FinancialPlanning #MoneyMindset #FinancialAdvice #Investing #FinancialGoals #lukemartonfinancialservices

General advice only. This information does not take into account your personal objectives, financial situation, or needs.

4 0

Open post by luke.marton.financial.services with ID 18043375439822888

Building wealth starts long before you reach a million dollars.

It's about developing the habits, discipline, and long-term mindset that support smart financial decisions. Small, consistent actions today can lead to meaningful outcomes tomorrow.

The way you think about money can shape your financial future.

#WealthCreation #FinancialPlanning #MoneyMindset #FinancialAdvice #Investing #FinancialGoals #lukemartonfinancialservices

General advice only. This information does not take into account your personal objectives, financial situation, or needs.

4 0

Follow on Instagram

We would like to help you with your financial future

Please contact us

Luke Marton Financial Services can help you secure your future and make confident financial decisions

Your Lifetime Wealth Partner

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

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.

Discovery Call

Initial Appointment

Financial Plan

Implementation

Support

Our Financial Planning Process

Discovery Call

Initial Appointment

Financial Plan

Implementation

Support

The Latest from our Financial Library

What our clients say

The latest from our Instagram page

luke.marton.financial.services

The latest from our Facebook page

We are on Facebook

We would like to help you with your financial future

Please contact us

Download the Guide

Jane Brown

Head Accountant