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.
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
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
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
“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.”
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.
Talk to an advisor to see how we can help you achieve your financial goals, your way.
Our name is new, but we’ve been around for a while. 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
We acknowledge the Traditional Custodians of Country throughout Australia and their connections to land, sea, and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples. Always was, always will be, Aboriginal land.
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
