Morgan and Liz have both been excellent and have explained everything to me clearly and precisely. I was extremely impressed with their approach.I would recommend Lume Wealth, Morgan and Liz without hesitation.
The M.
We were looking for financial advice regarding our early retirement and a trusted friend highly recommended Morgan at Lume Wealth. We met with Morgan in person and found her to be truly professional and very easy to talk to, she listened to our needs and guided us to a path of ‘peace of mind’ for us.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!
Mark S.
We have been looking for someone to support us on our financial journey to ensure we were making the best decisions for our family.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.
Tasha M.
“We’ve had the pleasure of working with Morgan Haywood for a couple of years, and we can’t recommend her highly enough! She has been absolutely instrumental in helping us grow our superannuation and guiding us toward a secure financial future. With over a decade of experience, Morgan combines her deep knowledge with a genuine care for her clients. From day one, she made us feel comfortable and confident, answering every question with patience and clarity.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!”
D C.
I have enjoyed working with Morgan as my financial advisor for the last 5 years, and I cannot recommend her enough!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.
Andrew V.
Working with Morgan has been a game-changer for me. She is knowledgeable, patient, and always has my best interests in mind. She has helped me create a clear financial plan that is tailored to my goals. After being Morgan's client for many years, I highly recommend her! Liz has been amazing to deal with as well and always responds promptly, ensuring that nothing gets missed. Thank you!
Tetiana V.
Morgan is everything I could ask for -an outstanding financial advisor. Friendly, down-to-earth and always professional.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.
Jenna O.
Morgan has been our family financial planner now for 18 months and I highly recommend Morgan and her team from Lume Wealth. Morgan is highly experienced and works hard to ensure your financial plan is tailored to your specific situation. She is personable and genuinely interested in helping her clients.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.
Jayne G.
We've been clients of Morgan Heywood at Lume for 4 years, and we couldn’t be happier with her service. We were so impressed with Morgan’s expertise that we followed her when she established Lume, her own business. Although Lume is relatively new, Morgan brings a wealth of experience, and it’s been a relief to have her handle our financial affairs. She expertly sorted out our superannuation, which had been mishandled by a previous manager, and now it's in excellent shape.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.
KJ
Could not recommend Morgan and her team enough.
Scott G.
Morgan is the person you need in your life!! She explains everything so beautifully and approaches your finances and goals with such care and attention. Thank-you Morgan and team!!
Lisette S.
Morgan Hayward has been my Financial Advisor for over 5 years now. Although I have known her for longer, after experiencing a loss in the family at a young age I needed to be wise with managing my inheritance. Over the years, Morgan has always made sure that my portfolio was set up to benefit me and that it was the most secure and profitable it could be. With Morgan's advice and support I have now secured my first home, own my assets, vehicles and personal belongings. She will spend the time to get to know you and what your needs are and be there to guide you every step of the way and always makes herself available when needed.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.
Joshua M.
I went through Morgan and Liz to get some financial advice and they went above and beyond to help educate me further and give me great advise! They were non-pressuring and honest with what they thought would be most beneficial for me and my particular situation and so far the changes have been very beneficial for me! They are friendly, knowledgeable and very understanding of varying situations/stages of life and correlating financial goals. I would definitely recommend going through them for anyone who needed financial education and advice
Courtney R.
Morgan has helped me plan and execute my retirement income. She is always genuinely helpful and eager to tailor investment plans to my circumstances. Morgan is extremely well-qualified and experienced, and most importantly trustworthy and very competent. Could not be happier in how she has managed and assisted my finances as I move forward in winding down my working life. Thank you. 🙂
Gary J C.
Morgan has been a delight to work with. I trust her genuine support and knowledge. Mostly I have appreciated the clear communication and honesty, it is refreshing in comparison to others in the industry that I have dealt with previously. 10/10 Recommend Morgan & the team at Lume Wealth.
Sarah C
I’ve been treated with great respect and Morgan making a tremendous effort to explain everything clearly. She always been very professional, has wealth of knowledge and experience. She is taking a good care of her clients. Feeling well supported by her caring nature. Very grateful to be her client.
ahlameskander
Hi , I have had Morgan Hayward as my financial Advisor since 2019 and I would recommend her highly as providing honest, diligent and knowledgable advise for my superannuation investments. It has grown every year and a pleasure working with Morgan.
Peter F.
I’ve been a happy client of Morgan’s since 2020, and can confidently say I will never need to look anywhere else for financial advisory.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!
Kristina A.
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