Our story

Get to know us

Financial planning that creates opportunities and gives you the freedom to focus on what matters most.

Our purpose

About Live Financial Planning

At Live Financial Planning, we believe financial planning should do more than manage money. It should help create opportunities, support important life decisions, and give you the freedom to focus on what matters most.

Based on the Mornington Peninsula, we work with individuals and families seeking a more thoughtful approach to financial advice. Our role is to simplify complexity, align financial decisions with personal goals, and bring structure to the many moving parts of financial life.

Whether it's investments, superannuation, retirement planning, insurance, tax strategies or cash flow management, we see each financial decision as part of a bigger picture. That's why we focus on building coordinated strategies designed to support both your goals today and the life you want in the future.

What our clients say

Meet Valerie

In working with Live Financial Planning, Valerie took back control of her retirement planning and went from overwhelm to clarity.

“Going into the future, as I age, I'll be able to come back to Marcus when I'm feeling overwhelmed and confused again.”

Turning finance into freedom

Why clients choose us

We're a growing business supported by a motivated team who genuinely enjoy helping people. We aim to be approachable, accessible and easy to work with, while maintaining the professionalism and expertise our clients expect.

Approachable

Financial advice shouldn't be intimidating. We focus on straight forward, practical guidance and building genuine relationships.

Structured

Financial success rarely comes from a single decision. We help bring the many moving parts of your financial life together into a coordinated strategy.

Practical

Advice should be easy to understand and relevant to real life. We focus on actionable strategies that help you move forward with purpose.

Long-term

Life changes, goals evolve, and circumstances shift. We're here for the long-term to provide ongoing guidance and support as those changes occur.

15-minute call

Your clarity call

The first step is simple

Book a 15-minute conversation with Marcus to chat about where you are, where you'd like to be and answer any of your questions.

Nothing to sign
No hard sell
Just a conversation about what's important to you

Book a Clarity Call