• Financial Advisor in Glenelg

  • Investing Advice

    If you are interested in the services of a financial planner in Glenelg, the independently owned and operated Lumen Financial Strategists come highly recommended. Not owned or controlled by a bank or insurance company provides you peace of mind that your best interests are at heart. This is a rare thing in the financial planning industry. Information that you can trust about superannuation, investments, personal insurance and retirement planning. With more than a decade’s experience as financial advisors, Lumen Financial Strategists have a great deal to offer those who are wishing to maximise their opportunities for the future. Call 08 8211 8511 or Click Here to make an appointment or to find out more information. This could be the most valuable call you make this year.

  • Self Managed Super

    Self Managed Super puts you in the driver’s seat for your future financial security and success. Self Managed Super Funds (SMSF) provide greater levels of investment control. Lumen Financial Strategists have advised and implemented investment strategies for clients, which have delivered shares and property structures that enable greater rewards going forward. SMSF’s are not for everyone, but if you have the time and inclination to attend to their running, then they can provide an enriching and self-directed future.

  • Business Succession

    If you have a business partner, it is recommended that you have a business succession plan in place. What will happen to your Glenelg business if your partner is forced to exit the business through death or incapacitation?  Without a clearly defined agreement, you may be facing the financial collapse of your business. Lumen Financial Strategists can provide your business with a comprehensive solution that legally covers the succession and organises funding for partner payouts through insurance (if required). Financial advice can save you a lot of heartache and money in these unfortunate situations.

  • Retirement Planning

    Financial Planning for your retirement in Glenelg is essential, if you are to enjoy a relaxed and secure lifestyle once you have stopped working. We are all living longer, which is a wonderful thing, but it means that we must prepare well for our retirements. Lumen Financial Strategists can advise you on tax, superannuation and the Centrelink systems to ensure that you maximise your tax free income throughout your retirement.

  • Investment

    There are many different types of investments; and investing means different things to different people. Lumen Financial Strategists can advise you on the best possible pathways to achieve your investment goals. Listening to you is the first step. Taking the time to understand your particular situation is a large part of effective financial advice. Then, identifying the right investment solutions applicable to you. Next, tailoring an investment strategy that will ensure security and build your wealth. Lumen Financial Strategists are financial advisors for Estate Planning, Key Person Insurance, and Superannuation in Glenelg.