Have you ever felt frustrated by accountants that didn’t take the time to understand your unique business? Or felt like profit was the only measure of success? If so, we know you’ll like our way of doing things.
SMSF – Compliance
SMSF – Financial Planning
Personal Cash Flow
Lifestyle Goal Setting
Aged Care Planning
Investment & Structuring
First Home Buyer
Owner Occupied Loans
While every client is unique, our approach to help you achieve your financial, lifestyle, and legacy goals remains the same.
We ask questions and learn about your current situation vs future aspirations so we can start imagining what’s possible.
We dive into relevant financial statements and complete tax, risk and investment assessments before sharing your success plan.
Together, we’ll put your plan into action. We’ll monitor progress and provide ongoing guidance and assistance for the journey.
As circumstances change and challenges arise, we’ll be by your side to help you navigate them and stay true to your North Star.
We can assist with all stages of your business’s lifecycle from start-up to scale-up and bring a wealth of knowledge across a variety of regional business types.
Sure we love numbers, but we find them a whole lot more exciting when they’re connected to something meaningful. We’re passionate specialists in regional business finance and in helping you build a business, lifestyle and legacy to be proud of.
When we’re not crunching numbers, you’ll find us enjoying time with family and friends, surfing our coastlines and discovering hikes around our beautiful regional surroundings.
Schedule a free call with one of our business advisors today.
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.