5 minute financial health check to identify key areas of concern

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

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

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

Our specialist advice areas are:

    • Self Managed Super Funds;
    • Investment;
    • Business Succession (Key-Person and Ownership Protection);
    • Retirement & Estate Planning strategies;
    • Personal Risk strategies and protection.