• Financial Advisor in West Lakes

  • Financial Advisor West Lakes

    For sound financial planning in West Lakes, remember the name Lumen Financial Strategists. Independently owned and operated, this Adelaide based firm has been successfully helping clients achieve their financial goals for more than a decade. We’ll provide you peach of mind that your best interests are at heart as we aren’t owned by or controlled by a bank or insurance company. Expertise about superannuation, investments, personal insurance and retirement planning. Lumen Financial Strategists provides up to date market information and can tailor investment strategies for wealth creation. For more information or to schedule an appointment please call 08 8211 8511 or Click Here to email.

  • Business Succession

    If you are in a business partnership in West Lakes, do you have a business succession plan? Have you contemplated your financial situation if your partner was forced to depart the business through untimely death or incapacitation? Lumen Financial Strategists have developed comprehensive solutions, with clearly defined legal agreements in place, plus, organising funding for partner payouts through insurance (if required). Getting practical and incisive financial advice can protect your business going forward.

  • Investment

    Investment means different things to different people. There are a diverse range of investment types available in the market. Lumen Financial Strategists begin by listening to you and understanding your investment goals. Only then, can they present investment opportunities that are right for your individual situation. Once the correct parameters are established, they can tailor an investment strategy to build your wealth and help you achieve your targets.

  • Self Managed Super

    More South Australians are considering Self Managed Super Funds (SMSF) as a way to take control of their superannuation in West Lakes and surrounding suburbs. Lumen Financial Strategists are advising and helping their clients to implement investment strategies, which can contribute to their livelihoods today. SMSF investments in property and shares can offer a number of financial advantages to their trustees going forward. Superannuation can be a big part of wealth creation in the twenty first century.

  • Retirement Planning

    Planning for our retirements is a far more complex process than it used to be ten or twenty years ago. We are all, as Australians, living longer and staying retired longer, which means that we need to fund this substantial period of our lives better. Lumen Financial Strategists can help you, and your West Lake’s retirement, with financial advice regarding tax, superannuation and the Centrelink systems that directly impact upon the amount of tax free income you will have in your retirement. Talk to the experts today and enjoy greater peace of mind for your future.