Illuminate your business potential

We help business owners get the financial clarity they need to grow their business and their wealth, their way.

Chart a course towards your dreams

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You’re a driven business owner yearning to step back from the day-to-day grind, elevate your income and impact, and secure a future of financial freedom? But, it's hard to escape the demands of daily operations. Your ambitious goals often slip to the bottom of your never-ending to-do list.

Find the financial clarity you need to grow your business, and your wealth, your way.

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Welcome to lumos

We specialise in guiding entrepreneurs like you through the challenges of scaling and future-proofing your business. Our mission is to provide you with the freedom to focus on what truly matters while we guide you towards the success you've always imagined.

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Our team consists of regionally-based business advisors and number-loving accountants.

Together, let's illuminate the path to your extraordinary success.

With over 40 years of collective experience and a remarkable track record of success. We’re the trusted partner ambitious business owners turn to when they are ready to transform not only their business but their entire life. 

With Lumos by your side, you can confidently embrace the future and embark on a journey of growth, prosperity, and personal fulfilment. 

Grab a cuppa and learn more about how we do things.

How can we support you?

We offer business advisory, accounting, tax, wealth and financial support for every stage of the business lifecycle

Business
Advisory

Perfect for all savvy business owners who want a better grasp on their numbers, so they can find opportunities to enhance their profitability.

Tax Returns
Financial Statements
Tax Planning
Cashflow
Consulting
Accounting
Bookkeeping
Valuations
Structuring
Farm Advisory
Audits

Wealth
Management

A popular service for high net worth individuals and families who want to preserve, grow and pass on wealth for future generations.

SMSF – Compliance
SMSF – Financial Planning
Wealth Planning
Retirement Planning
Estate Planning
Personal Cash Flow
Lifestyle Goal Setting
Aged Care Planning
Investment & Structuring

business
finance

Ideal for anyone ready to scale their business with smart growth strategies and finance that steps them towards their abundant life.

Mortgage Broking
Equipment Finance
Commercial Finance
Investment Finance
First Home Buyer
Asset Finance
Owner Occupied Loans
Bridging Finance
Investment Loans
Agribusiness

Have something else in mind?

Sure we’re accountants, but working with us is actually pretty fun. See!

“Feel like someone’s got our backs financially.”

“Personable and knowledgeable. Great advice and delivery.”

“We felt that our interests were foremost from the beginning.”

“Honest, hardworking, knowledgeable, professional.”

“Dealing with all the team was so much more personal”

“Most efficient, most friendly and very supportive.”

“As a small service based business that is experiencing a lot of growth it’s been really important that we have accounting support and advice that we can trust and that is focused on the goals we are trying to achieve.”

“Lumos Advisory have been fantastic and, with their help, we have really been able to obtain the loans we need to advance in both our business and our personal life.”

Our “Your Wealth, Your Way” Promise

Your wealthy life should be defined by you, not us. That’s why at Lumos, we listen first before offering an ounce of advice. We’ve learned that the most profitable outcomes are realised when we truly understand your situation, goals, and values. We promise to tailor our financial guidance to help you discover your potential and build your version of a wealthy life.

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Our “Your Wealth, Your Way” Promise

Your wealthy life should be defined by you, not us.

That’s why at Lumos, we listen first before offering an ounce of advice. We’ve learned that the most profitable outcomes are realised when we truly understand your situation, goals, and values. We promise to tailor our financial guidance to help you discover your potential and build your version of a wealthy life.

Ready to start the conversation? Schedule a free call.

Talk to an advisor to see how we can help you achieve your financial goals, your way.

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Our name has changed, but we're still delivering the same exceptional guidance

Lumos Advisory unites the expertise of seven renowned business advisory & accounting firms: Lever Group, Lever Financial Services, Enright Holmes, Grant & Brady, TFC Financial, David Gengos & Company and Bloom Wealth & Finance