• Financial Advisor in Woodville

  • Financial Advisor Woodville

    Looking for a top quality financial advisor in Woodville? Lumen Financial Strategists are one of Adelaide’s leading financial planning and superannuation services. They have been successfully helping their clients for over a decade with their superannuation, personal insurance and retirement planning. Independently owned and operated, which means objective expert investment advice and information. Lumen Financial Strategy are not aligned with any banks or insurance companies, so you get objective advice about the best financial strategies for your particular situation. They listen, learn and tailor investment plans best suited to you. Call 08 8211 8511 or Click Here to email for further information or to make an appointment.

  • Retirement Planning

    Australians are living longer and their retirements are lasting longer, which means that we all have to plan better for our financial livelihoods once we have stopped working. Your retirement in Woodville requires sufficient funds to enjoy a full and secure lifestyle without the worry of scrimping and saving. Lumen Financial Strategists can advise on superannuation, self managed super funds (SMSF), tax and Centrelink systems to ensure that you optimise your tax free income during your retirement.

  • Self Managed Super

    The self managed super fund can allow you to have more control over what and where your investments are. A SMSF does require greater attention as a trustee, but also can provide flexibility in how you manage property and shares. Lumen Financial Strategists have successfully advised and implemented strategies for their clients to access the benefits of their investments going forward. In Woodville and wherever you are, they can assist with proven advice and up to date market information.

  • Investment

    Lumen Financial Strategists provide expert investment advice for South Australians living in Woodville and surrounding suburbs. Investment means different things to different people. Finding the right investments for your individual situation is predicated on listening to you and working with you toward your investment goals. A good financial advisor can match the right financial products with the client; being able to correctly assess the strengths and security of the investment opportunities. Wealth creation rewards sound financial strategy.

  • Business Succession

    Many business people, who share partnerships, do not adequately plan for unforeseen circumstances, which can then threaten their businesses. What if, through death or incapacitation, your partner is unable to continue in the business and departs? Does your Woodville business have the financial capacity to payout a partner suddenly? Lumen Financial Strategists has forged comprehensive solutions to cover businesses legally and financially through insurance to meet these unexpected changes. They are your financial advisors for estate planning, key person insurance and employee services.