Make smart money decisions through life's big changes



Whether you’re selling your business, going through a divorce, retiring, changing careers, or going through any life shift, we get it - the financial decisions can feel overwhelming.
At Lume Wealth, we specialise in guiding you through major financial events and transitions so you feel empowered, optimistic and excited for the future ahead.
Book a zoom chatI’ve had the pleasure of working with Lume Wealth over the past few years, and I can confidently say the experience has been outstanding. Their professionalism, thoughtful guidance, and consistent support have made a meaningful difference in my financial journey.
Morgan and Liz, in particular, have been exceptional—always approachable, highly knowledgeable, and genuinely committed to helping me make informed, confident decisions. Their advice has not only been strategic but also personalized to my goals and values.
The team at Lume Wealth exemplifies what it means to build lasting client relationships based on trust, clarity, and expert insight. I’m incredibly grateful for their partnership and would highly recommend them to anyone seeking a smart, supportive, and professional wealth management team.
Morgans ability to connect with me and understand my financial priorities as a woman is something for which I am deeply grateful.
Need honest personalised financial advice and the peace of mind that goes along with it- you absolutely cannot go past Morgan and Lume Wealth.
The first time we met Morgan we were impressed by her enthusiasm and zest to firstly build a rapport with us, and secondly to understand our financial situation and short and long-term goals.
Morgan has a friendly and caring approach that instantly puts you at ease. Her passion to help her clients make the right financial decisions shines through.
If you are looking for a knowledgeable, professional, honest and trustworthy financial advisor, I highly recommend Morgan and Lume Wealth.
I would recommend Lume Wealth, Morgan and Liz without hesitation.
Morgan is very dedicated and we feel she has our best interests at heart and she is only a phone call away too.
Liz as Client Services Manager is also available to answer our endless questions at the drop of a hat, thank you so much Liz.
Overall, we would totally recommend Morgan and Liz at Lume Wealth. Thank you so much!
We wanted someone who was passionate about their job and genuinely cared about helping people.
We had searched about for a while before being recommended Morgan from Lume Wealth. We have been blown away from our first online meeting to where we are now months in, on our way to securing a solid foundation financially for our family. We can't thank Morgan and the team at Lume Wealth enough. Highly recommend to anyone needing support with making smart money decisions.
If you’re looking for a financial adviser who truly understands the field and will put your goals at the heart of their approach, look no further. Morgan is dedicated, professional, and focused on her clients’ success. We highly recommend her to anyone seeking peace of mind and solid financial guidance!”
From day one, she has taken the time to explain everything in detail, ensuring I fully understand my options without using complex jargon or confusing terms. Her ability to communication ability makes even the most complex financial concepts accessible and clear.
Morgan has always been incredibly patient and attentive to my needs, making the entire financial planning process not only informative but also enjoyable. She genuinely cares about her clients and goes above and beyond to provide personalised advice and support. She has truly been a lifesaver for my financial journey.
Morgan explains the complex jargon simply and gives exceptional advice and options. Morgan truly enjoys her work and it shows in her enthusiasm.
I would highly recommend Lume.
Morgan has completely transformed our financial pathway to help us work toward our goals. Morgan has assisted us with streamlining our finances with setting up a self managed super fund, ensuring we have the right insurances, getting a will and also helping us with personal investment opportunities.
It has been such a relief to get all these things organised and we are very grateful to have found Lume Wealth.
As investment newbies, we’ve found her ability to explain everything in a clear, approachable way invaluable. Morgan never talks down to us, is always available to answer any questions, and genuinely cares about her clients. Her assistant, Liz, is also excellent to deal with, making sure everything runs smoothly and efficiently.
We highly recommend Morgan and her team at Lume for anyone seeking a financial planner with both expertise and personal attention.
I highly recommend Morgan to people looking for a Financial Advisor, either for the first time or if you're looking for someone to actually get you the results you need.
Morgan is second to none - professional, honest and incredibly hardworking. She’s consistently provided sound advice and management of my portfolio that has exceeded expectations and put me in a better position each and every time - the results really speak for themselves. Additionally, she’s so helpful and friendly, willing to lend her time and expertise.
I look forward to continuing to work with Morgan and cannot recommend her enough. If you’re considering financial advisory services, look no further than Morgan - your financial health will thank you!
Financial advice with heart
Big changes in life often bring even bigger money unknowns and stress. At Lume Wealth our goal is simple: reduce your money anxiety so you feel clear and in control.
How? By truly listening, developing advice tailored just for you, and explaining complex topics in simple terms.
With decades of experience guiding clients through every life change, we're the caring expert with a steady hand during vulnerable times.
Together we'll map out a financial plan to confidently move you into your next fulfilling chapter, without fears holding you back.
Clear the fog
Know what you're working towards and the financial steps and structures you need to get there.
Plug the gaps
We bring hidden risks and overlooked opportunities to your attention, shining a spotlight on issues you may not have been aware of.
Be in control
Feel empowered to make financial decisions and eliminate the guesswork that causes stress.

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