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Live Financial Planning Financial advice for hard working Australians within 10 years of retirement

25/10/2026

One of the biggest myths about financial advice? That it’s only for the wealthy.

Financial advice isn’t just about building wealth. It’s about making informed decisions, planning for your future, and creating a financial strategy that works for you and your family.

Hi, I’m Marcus from Live Financial Planning. I help hardworking Australians within 10 years of retirement make sense of their finances and prepare for their next chapter with confidence.

Think financial advice might be right for you? Book a clarity call with us today!

https://livefinancialplanning.com.au

21/10/2026

Superannuation can be complicated, and researching your options is just the beginning. Understanding how different strategies work together can help you make informed decisions while keeping you in control of your financial future.

Hi, I’m Marcus from Live Financial Planning. I help hardworking Australians within 10 years of retirement navigate the superannuation system and develop tailored strategies that align with their goals, so they can approach retirement with confidence.

Ready to take control of your super and plan for the retirement you want? Book a clarity call with us today!
https://livefinancialplanning.com.au

18/10/2026

Never spoken to a financial planner before? You might be surprised by what to expect. A good financial planner is there to understand your goals, answer your questions, and help you navigate your financial future without judgement.

Hi, I’m Marcus from Live Financial Planning. I help hardworking Australians within 10 years of retirement gain clarity around their finances and build a tailored strategy for their next chapter.

Ready to take the first step towards a more confident financial future? Book a clarity call with us today!
https://livefinancialplanning.com.au

18/10/2026

AI can be a useful tool for exploring financial topics, but it can’t replace personalised financial advice. Your financial situation is unique, and the right strategy needs to consider your goals, circumstances, and plans for the future.

Hi, I’m Marcus from Live Financial Planning. I help hardworking Australians within 10 years of retirement turn financial uncertainty into a clear, actionable plan so they can make confident decisions for their next chapter.

Ready to turn information into action? Book a clarity call with us today!
https://livefinancialplanning.com.au

14/10/2026

As you get closer to retirement, your financial needs change, debts decrease, dependents grow up, and insurance premiums rise. Whether paid out-of-pocket or through superannuation, unexamined premiums can erode your net wealth. Regularly reviewing your cover ensures your financial resources are going toward your true retirement priorities.

​Hi, I’m Marcus from Live Financial Planning. I help hardworking Australians within 10 years of retirement optimize their financial structures so every dollar is actively supporting their future.

​Ready to review your personal cover strategy? Get in touch with us today!
https://livefinancialplanning.com.au

11/10/2026

Google is a great starting point for building financial literacy, but online search results can’t tell you how strategies apply to your specific financial ecosystem. Moving from general search results to professional advice ensures your entire financial picture is structured around what matters most to you.

​Hi, I’m Marcus from Live Financial Planning. I help hard working Australians within 10 years of retirement transition from general research to tailored, actionable advice so they can make confident decisions for their next chapter.

​Ready to stop searching and start planning? Book a clarity call with us today!
https://livefinancialplanning.com.au

10/10/2026

2-5 years
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​Approaching retirement is a massive life transition that requires navigating complex tax rules, superannuation options, and investment strategies. A clear financial plan helps eliminate emotional guesswork, mapping out your exact position, identifying potential shortfalls, and aligning strategies to bridge the gap to your goals.

​Hi, I’m Marcus from Live Financial Planning. I help hardworking Australians within 10 years of retirement build logical, structured roadmaps so they can step into retirement with complete certainty.

​Ready to map out your retirement roadmap? Get in touch with us today!
https://livefinancialplanning.com.au

07/10/2026

Without a clear financial plan, it's almost impossible to know where you stand today, where you want to end up, or how to bridge the gap in between. A solid financial plan gives you a clear snapshot of your current position, defines your long-term goals, and sets up the exact strategies and products needed to alter your trajectory for success.

​Hi, I’m Marcus from Live Financial Planning. I help hard working Australians within 10 years of retirement build tailored financial plans to bridge the gap to their ideal retirement lifestyle.
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Ready to build your financial roadmap? Get in touch with us today!
https://livefinancialplanning.com.au

04/10/2026

Navigating legislation, superannuation, and the ATO system can feel like solving a complex puzzle. We cut through the jargon using plain English and clear terminology to bring clarity and context to your entire financial picture. Even if everything isn't solved on day one, you'll walk away with a crystal-clear understanding of your options and key considerations.

​Hi, I’m Marcus from Live Financial Planning. I help hard working Australians within 10 years of retirement simplify complex financial landscapes so they can make confident decisions for their future.

​Ready to simplify your finances? Get in touch with us today!
https://livefinancialplanning.com.au

04/10/2026

Every major life choice, from buying or selling a home, to changing careers, or starting a relationship, has a financial impact. Far too often, financial worries leave people feeling stuck on a path they no longer want to be on. While managing savings, superannuation, and insurance is essential, the true power of financial advice lies in giving you the freedom to pursue the life and career you genuinely want.

​Hi, I’m Marcus from Live Financial Planning. After serving in the police force for 17 years, I made the pivot to build my own business, so I know firsthand how transformative it is to step onto the right path. I help hard working Australians within 10 years of retirement gain the financial clarity they need to make meaningful life changes with confidence.

​Ready to gain the freedom to define your next chapter? Get in touch with us today!
https://livefinancialplanning.com.au

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81 Watt Road
Mornington, VIC
3931

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+61461268546

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