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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Citadel Wealth

Citadel Wealth is an award winning boutique practice which provides holistic financial planning advice, strategies and services.

Corporate Authorised Representative of Alliance Wealth Pty Ltd No. 343035 | AFSL 449221 | 93 161 647 007 Financial Planners, John Lubberink, Maggie Tagg and Simone Richardson have a combined 60 years of experience in holistic financial planning and with support of the Citadel team are able to provide greater services and better opportunities to clients. Using dedicated strategies Citadel Wealth re

searches, selects and utilises the best strategies, fund managers and insurance providers in the market. Corporate Authorised Representative status with Alliance Wealth means Citadel Wealth Solutions must provide full disclosure and is compliance regulated by an outside source. This external monitoring gives clients peace of mind knowing that their interests come first. Our Clients get results through:

1. We take the time to understand your current financial position and your relationship with money. We offer a free one-hour initial consultation to discuss your financial circumstances and goals.

2. We then establish your financial strategy to reach your goals. Holistic, caring, and informative, clear communication is a priority and complex financial terms are translated into everyday language.

3. We provide proactive review process to ensure that the advice we give you is continually adjusted to accommodate changes in your situation. The peace of mind of always being able to turn to a trusted financial advice and support.

08/02/2026

2026 began with signs of strength in the Australian economy, but rising inflation, interest rate expectations and global uncertainty are shaping the outlook. Watch our latest update for the key insights.

18/12/2025

✨🎄 From our family to yours 🎄✨
Wishing all our wonderful clients a Merry Christmas filled with joy, peace, and love. May your holidays be happy, safe, and surrounded by those who matter most.

Thank you for having faith in us this year (and every year) so we can do what we love doing — we look forward to an even brighter 2026 together! ❤️

16/12/2025

Some of the team at our office Christmas party at what a year it’s been since we’ve move! Looking forward to the next 12 months!

30/10/2025

🎃 Haunted Markets of 2025 👻
This year, the financial world gave us more tricks than treats…

🧟 Zombie Inflation Rises Again
Just when we thought inflation was buried, it clawed its way back in early 2025 spooking investors across the globe.
Scare Level: ☠️☠️☠️☠️

🕷️ Tech Stocks Caught in a Web of Hype
AI and quantum computing were last year’s golden children - but in 2025, overhyped valuations unraveled. Earnings season revealed skeletons in the closet, and the NASDAQ took a chilling dive.
Scare Level: ☠️☠️☠️☠️☠️

🦇 Bond Market Panic
Yields spiked like a vampire’s bite, and the yield curve twisted into a haunted maze. Long-duration assets became the stuff of nightmares.
Scare Level: ☠️☠️☠️☠️

🧛 Currency Drain in Emerging Markets
Capital fled to safer havens, draining FX reserves and leaving central banks scrambling. Some economies were bitten too deep to recover quickly.
Scare Level: ☠️☠️☠️

Happy Halloween, and may your portfolio be more treat than trick! 🍬

11/10/2025

📣 BREAKING NEWS: The new office couch has sparked more debate than the last season of MAFS 🛋️💥

Some say it's modern art. Others say it's a crime against upholstery. Very few say it's comfortable. It's a miracle it's still here.

Swipe to see the couch that divided a team, tested Maggie and Simone's relationship, and made Carly start a petition 😂

10/10/2025

Let’s look at how the First Home Super Saver can work… keeping in mind this is just general advice only and doesn’t take into account your personal circumstances. Always get financial advice from a licensed financial adviser

08/10/2025

Meet Carly and Liam... They're just two of the team who make sure our clients get lots of love. Behind your adviser there is a whole team making sure you are taken good care of.

Picture description: Navy on cream... a coincidence? I doubt it 👀

19/09/2025

✨ What a day! Our team got together for a photo session and it was nothing short of amazing. From the laughs behind the scenes to the moments captured in front of the lens, it reminded us how lucky we are to work alongside such incredible people.

Huge shoutout to the talented (captured front and centre) for making the whole experience so fun and effortless—you truly brought out the best in us! 📸💫

01/09/2025

When investing, time is your greatest ally.

The secret to building wealth isn’t timing the market—it’s time in the market. The longer you stay invested, the more powerful compounding becomes. Every extra year gives your money more room to grow, multiply, and work for you.

Compounding works best when you give it time to unfold, uninterrupted. The longer you stay invested, the more powerful compounding becomes. It’s not flashy, but it’s incredibly effective.

Think of it like planting a tree: you water it daily, protect it, and give it time. Eventually, it grows strong and bears fruit. The same goes for your financial journey. Stay consistent, stay patient, and let time do its work.

28/08/2025

Today we learned that solving puzzles together is just code for:
✅ Arguing over who’s holding the clue
✅ Pretending we knew the answer all along
✅ Celebrating wildly when we accidentally got it right

💡 Trust was built. Brain cells were tested. Arguments were had.

Image description: A lying wall. Apparently we're all around 5' now.

Address

Eclat
Hawthorn East, VIC
3123

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

http://www.citadelwealth.com.au/

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