Yet, even with your undeniable success you still worry about the unpredictability of the market, complex tax laws, and the potential for unexpected expenses.
The reality is, many accomplished business owners still worry about their financial future.
But what if you had a dedicated team of experts who could confidently prepare you for any financial hurdles and protect your wealth no matter what conditions are thrown your way?
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.
Our team helped Rural Doctors increase their profits by 30% in just one year.
We work closely with you to understand your unique situation, your risk tolerance, and your long-term objectives before tailoring strategies to fit your needs and circumstances.
Our team of financial and wealth advisors have years of experience helping clients get the peace of mind they need around their wealth, and we’re ready to help you too.
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.