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.
Tax Returns
Financial Statements
Tax Planning
Cashflow
Consulting
Accounting
Bookkeeping
Valuations
Structuring
Farm Advisory
Audits
SMSF – Compliance
SMSF – Financial Planning
Wealth Planning
Retirement Planning
Estate Planning
Personal Cash Flow
Lifestyle Goal Setting
Aged Care Planning
Investment & Structuring
Mortgage Broking
Equipment Finance
Commercial Finance
Investment Finance
First Home Buyer
Asset Finance
Owner Occupied Loans
Bridging Finance
Investment Loans
Agribusiness
While every client is unique, our approach to help you achieve your financial, lifestyle, and legacy goals remains the same.
1. Listen
We ask questions and learn about your current situation vs future aspirations so we can start imagining what’s possible.
2. Explore
We dive into relevant financial statements and complete tax, risk and investment assessments before sharing your success plan.
3. Act
Together, we’ll put your plan into action. We’ll monitor progress and provide ongoing guidance and assistance for the journey.
4. Partner
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.
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
