Have Money Work For You
Together we can build a roadmap to your success so you don't have to work tirelessly for money.
Have Money Work For You
Together we can build a roadmap to your success so you don't have to work tirelessly for money.
STEP 1 - DISCOVER YOUR BEST LIFE
Start with a scheduled introductory call or online meeting. We’ll explore your motivations for seeking advice, answer your questions, and outline what to expect and how to prepare.
We’ll delve into your core values—such as family, freedom, and security—and your aspirations, like travel, reducing work hours, or retiring. By evaluating your current financial situation, we’ll customise our advice to fit your unique needs. This session offers a personalised framework to make decisions that elevate both your finances and your life.
STEP 2 - workshop and strategy
We’ll craft a clear vision of how to leverage your financial resources to build wealth, achieve your future goals, and enhance your overall financial well-being. We’ll uncover strategic options and clarify key financial and investment concepts tailored to your needs. Plus, you’ll receive a client agreement detailing our services and fees for complete transparency.
STEP 3 - advice, implementation and guidance
In the initial months, we’ll help you get financially organised and craft a strategy tailored to your needs. We’ll present a detailed plan outlining a clear pathway to your objectives and take action to implement it, ensuring everything is set up for your success.
After that, we’ll be your steadfast partner, guiding you through life’s uncertainties—whether it’s starting a family, changing careers, tackling a new mortgage, managing relationship shifts, retirement planning, dealing with the highs and lows of financial markets, or adapting to changes in tax, interest rates, and superannuation, Luna Financial are here to support you through every step.
sERVICES
Strategy
Our focus is on balancing your goals, minimising stress, and growing your wealth to ensure future freedom.
Investing
We craft diversified and transparent portfolios tailored to your goals.
Retirement
Ensuring a fulfilling retirement requires careful planning.
Cashflow
Understanding your cashflow and getting this right is key.
Super
Choosing the right fund, investment mix and making contributions made simple.
Property
Whether you're aiming for your dream home, purchasing your first property, or investing in real estate, we’ll help you navigate the process and avoid common pitfalls.
Tax Planning
Understanding tax and how to minimise this is your obligation to building wealth. Getting this right at the very start can save you thousands later.
Debt Management
We’ll help you with decisions around debt, how much you can take on and pay it down.
Social Security
Understanding your social security entitlements can help your overall financial strategy.
Insurances and Risk Protection
Protecting yourself and your family’s needs are essential for financial security.
Estate Planning
Preserving and protecting assets can ensure your assets are distributed to your loved one’s tax effectively.
Financial Modelling
Understanding where you’re at now, and where you want to be is valuable map towards your goals.
Investment Management
Our investment strategy prioritizes your goals over mere returns, guiding you through a collaborative process that removes the guesswork and provides clarity and confidence.
Coaching and Education
As your Financial Coach, we focus on enhancing your relationship with money and holding you accountable. Our goal is to empower you with the tools and mindset needed to navigate your financial journey with confidence.
sERVICES
Strategy
Our focus is on balancing your goals, minimising stress, and growing your wealth to ensure future freedom.
Investing
We craft diversified and transparent portfolios tailored to your goals.
Retirement
Ensuring a fulfilling retirement requires careful planning.
Cashflow
Understanding your cashflow and getting this right is key.
Super
Choosing the right fund, investment mix and making contributions made simple.
Property
Whether you're aiming for your dream home, purchasing your first property, or investing in real estate, we’ll help you navigate the process and avoid common pitfalls.
Tax Planning
Understanding tax and how to minimise this is your obligation to building wealth. Getting this right at the very start can save you thousands later.
Debt Management
We’ll help you with decisions around debt, how much you can take on and pay it down.
Social Security
Understanding your social security entitlements can help your overall financial strategy.
Insurances and Risk Protection
Protecting yourself and your family’s needs are essential for financial security.
Estate Planning
Preserving and protecting assets can ensure your assets are distributed to your loved one’s tax effectively.
Financial Modelling
Understanding where you’re at now, and where you want to be is valuable map towards your goals.
Investment Management
Our investment strategy prioritizes your goals over mere returns, guiding you through a collaborative process that removes the guesswork and provides clarity and confidence.
Coaching and Education
As your Financial Coach, we focus on enhancing your relationship with money and holding you accountable. Our goal is to empower you with the tools and mindset needed to navigate your financial journey with confidence.
OUR APPROACH
Holistic View
It’s not just about managing money but also about managing your life and navigating the different life phases and uncertainty. Whether you are saving for a home, starting a family, planning for retirement, or preserving wealth. We draw parallels between these phases and understand the cyclical nature of life and financial markets, guiding you through each stage with confidence and clarity. Unlike generic cookie-cutter solutions, we offer bespoke strategies tailored to fit the life you want.
What Makes Luna Financial Different
We want to understand what makes you tick. Understanding your ‘why’ is the foundation of your financial success. With a clear vision, together we can create a tailored plan to reach those goals. It’s not just about money; it’s about your managing your life and making informed decisions to create more options for your future so you can live the life you want.
Personal and Empathetic
Everyone is on a different path. We take the time to understand what’s important to you, recognising that your financial journey is unique and deeply personal. We listen to your needs, concerns and aspirations ensuring that our advice resonates with your life and values.
Education
We believe in the transformative power of informed financial decisions. We’re committed to demystifying your finances and help you learn about investing and managing your money, to empower with the knowledge and tools to take control of your financial future.
Simplifying The Complicated
We know that navigating tax rules, superannuation law, investments, and cash flow decisions can be overwhelming and difficult in knowing where to start. Since money and finance wasn’t taught at school, many of us are left to figure it out on our own. That’s why seeking advice from a qualified expert is essential—we simplify the complexities and help you avoid costly mistakes.
Let's Make You Money
We want to make you money since money is a resource to help you achieve your goals. Leverage our expertise in strategic planning, risk management to boost your wealth and start moving towards your goals. Let’s get your money working hard for you, so you don’t have to work hard for it.
Objective Advice
We provide objective advice focused solely on your best interests. Our recommendations are unbiased and free from conflicts of interest, ensuring that every piece of guidance we offer is tailored to meet your unique needs and goals. Our commitment is to deliver clear, impartial advice that helps you make informed decisions with confidence, knowing that our sole priority is your financial well-being.
Why Prioritise Your Finances
Understanding your finances is the key for securing your future and unlocking opportunities. By managing your money, you reduce stress, gain more options, and achieve peace of mind and empowering you to live the life you envision.
OUR APPROACH
Holistic View
It’s not just about managing money but also about managing your life and navigating the different life phases and uncertainty. Whether you are saving for a home, starting a family, planning for retirement, or preserving wealth. We draw parallels between these phases and understand the cyclical nature of life and financial markets, guiding you through each stage with confidence and clarity. Unlike generic cookie-cutter solutions, we offer bespoke strategies tailored to fit the life you want.
What Makes Luna Financial Different
We want to understand what makes you tick. Understanding your ‘why’ is the foundation of your financial success. With a clear vision, together we can create a tailored plan to reach those goals. It’s not just about money; it’s about your managing your life and making informed decisions to create more options for your future so you can live the life you want.
Personal and Empathetic
Everyone is on a different path. We take the time to understand what’s important to you, recognising that your financial journey is unique and deeply personal. We listen to your needs, concerns and aspirations ensuring that our advice resonates with your life and values.
Education
We believe in the transformative power of informed financial decisions. We’re committed to demystifying your finances and help you learn about investing and managing your money, to empower with the knowledge and tools to take control of your financial future.
Simplifying The Complicated
We know that navigating tax rules, superannuation law, investments, and cash flow decisions can be overwhelming and difficult in knowing where to start. Since money and finance wasn’t taught at school, many of us are left to figure it out on our own. That’s why seeking advice from a qualified expert is essential—we simplify the complexities and help you avoid costly mistakes.
Let's Make You Money
We want to make you money since money is a resource to help you achieve your goals. Leverage our expertise in strategic planning, risk management to boost your wealth and start moving towards your goals. Let’s get your money working hard for you, so you don’t have to work hard for it.
Objective Advice
We provide objective advice focused solely on your best interests. Our recommendations are unbiased and free from conflicts of interest, ensuring that every piece of guidance we offer is tailored to meet your unique needs and goals. Our commitment is to deliver clear, impartial advice that helps you make informed decisions with confidence, knowing that our sole priority is your financial well-being.
Why Prioritise Your Finances
Understanding your finances is the key for securing your future and unlocking opportunities. By managing your money, you reduce stress, gain more options, and achieve peace of mind and empowering you to live the life you envision.
0448 123 876
ASIC AR Number: 001313115
Level 10, 60 York Street, Sydney NSW 2000
Luna Financial Services Pty Ltd ABN 83 651 409 871
Luna Financial Services is a Corporate Authorised representative under Insight Investment Partners Pty Ltd, holder of Australian Financial Services Licence 368175.
The information provided on this site is for illustrative and discussion purposes only. While every care has been taken in its preparation, any party seeking to rely on its content should make their own enquiries and research to ensure its relevance to their specific personal situation and circumstances. Please note that the information on this website is general in nature and does not consider your individual financial needs or objectives. It is recommended that you seek professional advice tailored to your personal circumstances before making any financial decisions.
0448 123 876
ASIC AR Number: 001313115
Level 10, 60 York Street, Sydney NSW 2000
Luna Financial Services Pty Ltd ABN 83 651 409 871
Luna Financial Services is a Corporate Authorised representative under Insight Investment Partners Pty Ltd, holder of Australian Financial Services Licence 368175.
The information provided on this site is for illustrative and discussion purposes only. While every care has been taken in its preparation any party seeking to rely on its content should make their own enquiries and research to ensure its relevance to their specific personal situation and circumstances. Please note that the information on this website is general in nature and does not consider your individual financial needs or objectives. It is recommended that you seek professional advice tailored to your personal circumstances before making any financial decisions.
Luna FInancial Services 2024. All RIghts Reserved