It’s like having a genie in a bottle for your business, but instead of granting wishes, we give you solid professional support & guidance when you need it. Business advisory services bring expertise in financial management, HR, marketing, and strategic planning to help businesses identify areas of improvement and develop solutions to overcome challenges.
If you find yourself worrying about the future of your business, struggling to make important decisions or feel like you’re not reaching your full potential then it might be time to call in some expert help. A business advisor can bring a fresh perspective, provide objective advice, and help you make informed decisions that can take your business to the next level.
We’re regional specialists who know what it takes to succeed in regional Australian settings. From farming to medical, building to manufacturing, professional services to hospitality and beyond, we’ve got the expertise to help your business thrive. We can assist you at all stages of your business’s lifecycle, from start-up and structuring to growth and succession planning. Whether you’re a solopreneur, small business owner, or running a large company, we’re here to support you with solid advice and smart solutions to suit your needs.
We’ll work with you to determine the right frequency of meetings based on your needs and preferences. Some clients prefer to meet quarterly, while others prefer less frequent check-ins. We’ll customise our approach to suit your needs and availability.
The short answer is, it depends. We do value based billing, so will take time to understand your business before preparing a custom plan and quote just for you.
There are many business advisors and consultants floating about. Some are great, some, not-so-much. What makes us different (and amazing), is our 40+ years of experience, proven track record of success, and regional business expertise. We pride ourselves on our commitment to building your wealthy life, whatever that looks like for you. 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 learn more about your business and make sure we’re the right partner to support you.
Having a wealth manager in your corner will help you navigate change while keeping your long-term interests in mind. A wealth manager is invaluable if:
Like any form of financial advice, investment and insurance advice to the trustees of SMSFs must be provided under the Australian Financial Services Licence (AFSL). We are licensed under Count Financial to provide you with advice beyond traditional SMSF accounting services (such as tax returns, administration of the fund and factual information about super and tax).
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.
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.
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
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
