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.
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
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.
First Home Buyer
Owner Occupied Loans
“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.”
A guide to scaling your business while staying true to your mission and values.
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.
Lumos Advisory unites the expertise of five renowned business advisory & accounting firms: Lever Group, Lever Financial Services, Enright Holmes, Grant & Brady, and Bloom Wealth & Finance.