Total Wealth Management. Built for Generations.
Professional financial planning for family businesses and long-term clients across Brisbane’s western suburbs and greater Ipswich region. Instead of trying to be everything to everyone, Jonathon focuses on being the one dedicated financial partner your family can rely on for generations.
Authorised Representative of Lifespan Financial Planning | AFSL 229892
Trusted to advise across your entire financial life
Strategic Wealth Planning
Holistic advice across superannuation, investments, and insurance – built around your family’s actual goals, not product sales targets.
Generational Relationships
Most of our clients stay with us for decades. We plan for the long term because that’s how wealth actually compounds.
Authorised & Accountable
We operate under Lifespan Financial Planning (AFSL 229892), one of Australia’s longest-running licensed advice groups.
ABOUT DEMAR FINANCIAL PLANNING
A decade of advice for families who think in decades, not quarters
Jonathon De Martini has spent more than ten years helping family businesses and long-term clients across Brisbane navigate the decisions that actually determine financial security – superannuation structures that work through retirement, life insurance held in the right hands, and investment strategies that hold up across generations.
He holds an Graduate Diploma in Financial Planning and operates as an Authorised Representative of Lifespan Financial Planning (AFSL 229892), one of Australia’s most established advice licensees. The advice Jonathon provides is general in nature before it becomes personal – once he understands your situation, the recommendations are specific, documented, and built to last.
HOW WE HELP
Four areas of advice. One long-term plan.
We build strategies that hold up across decades, tax changes, and life events.
Superannuation
Building a super strategy that compounds properly - through accumulation, transition to retirement, and the drawdown phase that funds your lifestyle for 30+ years.
Retirement Planning
Mapping the income you'll actually need, structuring assets to deliver it tax-effectively, maximising your Centrelink entitlements, and protecting your estate.
Investment Advice
Diversified portfolio construction aligned to your time horizon and risk tolerance - rebalanced as life changes, not as markets panic.
Life & Risk Insurance
Structuring cover inside super where it's tax-effective, ensuring severe illness or permanent disablement doesn't derail the family plan, and reviewing beneficiaries properly.
Not sure where to start? Most clients begin with a single conversation.
OUR PROCESS
How we work with new clients
A clear three-stage engagement - no surprises, no jargon, and absolutely no rushed recommendations.
STEP 01
The First Conversation
We start with a brief phone call. If it makes sense to proceed, we sit down for a comprehensive discovery meeting. There is no time limit – whether it takes an hour or three, we take the time to understand your entire financial picture.
STEP 02
Strategy & Roadmap
We don’t just hand you a generic template. We go to work figuring out the exact financial architecture and strategies that will actually suit your unique situation and long-term goals.
STEP 03
Ongoing Partnership
We present the strategy to you. If you give us the green light, we build your formal Statement of Advice (SOA) and implement the plan. From there, we manage it through an ongoing partnership so your strategy evolves as your life does.
OUR CLIENTS
Who we work best with
We deliberately keep our practice focused. Working with a narrow range of clients lets us give the kind of attention complex decisions deserve.
Established Families
Mums and dads looking to secure their family’s financial future, manage cash flow, and build a lasting legacy without the stress of doing it alone.
Business Owners
Emerging Professionals:
Not sure if you’re the right fit? Send us a note and we’ll tell you honestly.
Ready to start the conversation?
The first meeting is at no cost and no obligation. If we're not the right fit, we'll tell you - and probably point you to someone who is.
