Plan for your next chapter
Whether that means relaxing, traveling, spending more time with family or even launching new ventures.
We'll work with you to proactively prepare your finances for the day you step away from the business, ensuring a smooth transition.
We collaborate with your accountant and solicitor so everyone is on the same page and helping you move forward.
Lume Wealth is a Brisbane and Gold Coast financial planning firm providing tailored advice to business owners selling their company. We specialise in working with doctors, pharmacists, trades people, medical professionals and other specialists to maximise sale proceeds, minimise taxes, and structure finances for a smooth transition to retirement.
Whether you built a pharmacy, trade, medical practice or other specialty business, our expert team guides you in making the right financial moves when exiting so you keep more rewards and feel fully prepared for what’s next.
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