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Our Process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial advice 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 so we take a comprehensive look at your life and finances.
Step 2
Step 3
Financial Plan
We create a personalised financial advice 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

We look forward to working with you to achieve your goals.

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Luke Marton Financial Services is a Corporate Authorised Representative (No.409473) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No.223135.

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

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