Luke Marshall CFP®

Senior Partner, KDM Financial and Estate Planning

Luke is an experienced Financial Planner with a demonstrated history of helping every day Australian’s achieve their financial goals. By fostering a strong and lasting professional relationship, based on mutual trust and respect, Luke can provide you with the information and tools necessary to manage Aged Care, Estate Planning and Estate Administration. Luke is passionate about discovering what motivates you in order to work towards achieving your goals, aspirations and true financial security.

Articles by Luke Marshall CFP®

Luke Marshall CFP®

How budgeting can reduce financial stress

If you’ve been feeling stretched by rising costs, you’re not alone. From groceries and fuel to rent and mortgages, everyday expenses have crept up, and many Australians are feeling it. A recent Finder survey found that three in five people say financial stress is affecting their mental health, and nearly half feel anxious about managing everyday money matters.

Luke Marshall CFP®

Special disability trusts – turning complexity into confidence

Special Disability Trusts were introduced to help families provide the care and accommodation needs of a person with a severe disability. When used well, they provide peace of mind and long-term security. But their complexity means that families and advisers must tread carefully.

Luke Marshall CFP®

Estate administration – what really happens after you die

It’s one of the most common questions clients ask when completing their estate plan: “What actually happens to kick off the process when I die?” For all the time spent drafting wills and building tax-efficient structures, few people understand what really happens next. Estate administration, collecting, managing and distributing a deceased person’s assets, is part law, part logistics, and part people management. With a little foresight, though, it can run far more smoothly.

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