Head and heart financial advice
Money. It's personal.
At Lume Wealth, we understand that money is more than just numbers—it's deeply intertwined with emotions, especially during pivotal life changes such as separation, selling a business, retiring, or navigating the inheritance process after the loss of a loved one.
These are times when people feel most vulnerable, and it's our mission to alleviate the stress that often accompanies these significant events.
We don't shy away from complexity. In fact, we thrive on helping our clients pivot, rebuild, and swing the pendulum toward a life that's less stressful and more fulfilling.
Why do we do what we do?
Because we believe that financial advice should come from a place of genuine intention, untouched by external pressures, products or influences.
Our commitment is to deliver essential guidance swiftly, recognising that during big life transitions, timely advice is not just helpful—it's crucial.
Our approach is all about changing outcomes. We love presenting our clients with alternative options that can dramatically improve their financial positions. Whether it's through our advice or by connecting you with other professionals, we ensure that every client walks out of our office in a better position than when they came in.
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What to expect
We care
With Lume Wealth, you don't just find an advisor; you find a partner who is as invested in your financial success as you are.
We aren't boring
We love what we do and bring energy and take a fresh approach that breathes new life into your financial life.
We communicate
We explain what we're doing, why we're doing it and where we're at every step of the way.
We don’t overcomplicate things
We’re here to make sure your money works in your actual day-to-day life.
We help good humans
Our clients are great people who want to do better with their money.
We collaborate
We work closely with the other professionals in your financial life including your Accountant, Solicitor and Mortgage Broker so everyone is on the same page and moving forward together for your best interests.