Citadel Wealth

Citadel Wealth

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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

12/06/2026

Earlier this year, a good friend and I set off from Perth in a small campervan, making our way down to Esperance over a few unforgettable weeks. Along the way, we filled long stretches of road with podcasts, met some wonderful people in caravan parks and roadhouses, and made the most of every stop—walking, swimming, and sharing plenty of laughs each day.
This month’s video is inspired by that journey… a little nod to and the perspective it brings.

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! ❤️

Photos from Citadel Wealth's post 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! 🍬

Photos from Citadel Wealth's post 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

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Location

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