A significant intergenerational wealth transfer is underway. For those receiving an inheritance, strategic planning can help make the most of the opportunity.
Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wisely Australia is entering one of the largest intergenerational wealth transfers in its history. Over the next two decades, …
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.
💰 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.
Every super fund charges fees but it’s not always obvious what you’re paying for. This article breaks down each fee type in plain English and explains how to compare funds properly.
What are super fund fees? Super fund fees are the costs charged to manage your account and the investments your money is held in. They can cover running your account, managing investment options, proc…
Your financial health and mental health are more connected than you think. ðŸ’💰 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. ✨
Even though redundancies are often part of business, being told your role has become redundant can still leave you feeling blindsided. The key is not to panic. Some people discover that a redundancy can in fact open doors to new financial and lifestyle possibilities.
Even though redundancies are often part of business, being told your role has become redundant can still leave you feeling blindsided. If it happens towards the end of your career it can really throw …
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.
Rising interest rates, groceries, and everyday expenses are stretching budgets across Australia. While there’s no quick fix, small financial changes can make a big difference over time.
Discounts, offers and rewards programs Cost of living is impacting people across Australia, with everything from interest rates to the weekly grocery shop contributing to the strain. While there isn 
A significant intergenerational wealth transfer is underway. For those receiving an inheritance, strategic planning can help make the most of the opportunity.
#buildwealth #financialadvice #inheritance #lukemartonfinancialservices … See MoreSee Less
How to maximise the impact of your inheritance – Luke Marton Financial Services
lmfs.com.au
Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wisely Australia is entering one of the largest intergenerational wealth transfers in its history. Over the next two decades, …0 CommentsComment on Facebook
Invest with confidence -> Understanding your risk tolerance is an important step in building an investment strategy that's right for you.
#Investing #RiskTolerance #FinancialAdvice #WealthBuilding #financialplanning
General information only. This information does not take into account your objectives, financial situation or needs. … See MoreSee Less
0 CommentsComment on Facebook
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 … See MoreSee Less
0 CommentsComment on Facebook
💰 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 … See MoreSee Less
0 CommentsComment on Facebook
Every super fund charges fees but it’s not always obvious what you’re paying for. This article breaks down each fee type in plain English and explains how to compare funds
properly.
#superannuation #financialadvice #lukemartonfinancialservices … See MoreSee Less
Super fund fees explained | Capstone
www.capstonefp.com.au
What are super fund fees? Super fund fees are the costs charged to manage your account and the investments your money is held in. They can cover running your account, managing investment options, proc…0 CommentsComment on Facebook
Your financial health and mental health are more connected than you think. ðŸ’💰 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 … See MoreSee Less
0 CommentsComment on Facebook
Even though redundancies are often part of business, being told your role has become redundant can still leave you feeling blindsided. The key is not to panic. Some people discover that a redundancy can in fact open doors to new financial and lifestyle possibilities.
#redundancy #financialadvice #lukemartonfinancialservices … See MoreSee Less
Navigating redundancy – make it work for you | Capstone
www.capstonefp.com.au
Even though redundancies are often part of business, being told your role has become redundant can still leave you feeling blindsided. If it happens towards the end of your career it can really throw …0 CommentsComment on Facebook
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 … See MoreSee Less
0 CommentsComment on Facebook
Rising interest rates, groceries, and everyday expenses are stretching budgets across Australia. While there’s no quick fix, small financial changes can make a big difference over time.
#costofliving #savemoney #moneytips #financialadvice #lukemartonfinancialservices … See MoreSee Less
Tips and tricks for cutting costs – Luke Marton Financial Services
lmfs.com.au
Discounts, offers and rewards programs Cost of living is impacting people across Australia, with everything from interest rates to the weekly grocery shop contributing to the strain. While there isn 0 CommentsComment on Facebook