At Lumen Financial Strategists, we aim to provide advice that is clear and simple to understand.

We do this by getting to know and understand everything about our Clients’ lives and providing them with customised solutions to provide them peace of mind.

At Lumen, we provide a full range of holistic advisory services to individuals, families and businesses in areas of wealth management, retirement, estate planning, Aged Care, Centrelink, superannuation, investment, personal and business risk management.

Our specialist advice areas are:

• • Aged Care
  • Retirement Planning
  • Estate Planning, Wills and Generational Wealth Transfer
  • Investments, Superannuation & Self Managed Super Funds
  • Personal Risk strategies and protection.
    (Life, Total & Permanent Disablement , Trauma and Income Protection Insurances)
  • Business Succession, Key-Person and Ownership Protection