Navigating the labyrinth of institutions, lenders, and financing programs can be overwhelming and time-consuming.
Get it wrong and it could lead to cash flow issues and costly mistakes, hindering your growth.
But what if you could eliminate the stress of finding finance solutions and avoid long-term obligations that don’t serve your business well?
The short answer is, it depends. Every client is unique, that’s why we take time to get to know you before preparing a tailored plan and quote just for you. All of our superannuation services are a fixed fee as agreed with you before we begin. The fixed cost includes an “open door policy” which allows you to have easy access to our professional staff without footing a surprise bill afterwards.
Wealth management can be a complex topic. What makes us different (and mighty good at what we do) is we bring 40+ years of experience to the table, have a proven track record of success, and specialise in supporting regional business owners. We customise every plan so it fits your needs and believe that transparency, communication, and education are key to a successful ongoing relationship. Learn more about our team and our approach.
Of course! If you have another question or want to get the ball rolling, please complete our enquiry form or book a free call. We’d love to chat and make sure we’re the perfect financial partner for you.
Our team helped Rural Doctors increase their profits by 30% in just one year.
Don’t let financing challenges hold you back from achieving your business goals. Schedule a call with us today and unlock opportunities for a brighter future.
Whether you’re at the start of your business journey or ready to scale up, our team has the experience to guide you every step of the 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
