Amazing! Not sure why my previous adviser never told me I can retire now and had enough money to live a great life. As Glenn says, 'life is not a rehearsal' and it certainly won't be for me any longer. Life changing stuff.
Helping you live the life you want without fear of ever running out of money.
Ever wondered how much money you need for the rest of your life?
Based on the life you want & lifestyle you wish to enjoy, our role is to determine how much money you need to support this.
Once we know how much money is enough, then through Lifestyle Financial Planning, we help you accumulate it, manage it, protect it, and most importantly, ENJOY it - before it’s too late.
Remember, LIFE IS NOT A REHEARSAL.
You only have a small amount of time to do the things you really want to do.
Nearing Retirement
Already Retired
Small Business Owners
Families
Divorcees / Widows
Nearing Retirement
Already Retired
Small Business Owners
Families
Divorcees / Widows
Nearing Retirement
Already Retired
Small Business Owners
Families
Divorcees / Widows
Book a free 30 min chat to determine if we are a good fit for you.
Luminosity Wealth provides a compelling service proposition that focuses on the very thing that everyone wants most.
That's helping you GET & KEEP the lifestyle you want.
We help you live the life you want without fear of ever running out of money, no matter what happens.
That’s our service proposition and that’s what we aim to deliver.
Getting your retirement set up is an important component of living your desired lifestyle.
We help you plan for and achieve the retirement you’re entitled to.
Getting your retirement set up is an important component of living your desired lifestyle.
We help you plan for and achieve the retirement you’re entitled to.
Our evidence-based approach to investment management gives you the best chance of having a successful investor experience.
Superannuation will likely play an important role in delivering your desired lifestyle.
We ensure you have the right superannuation platform to meet your needs.
The outcome of our advice is our clients reach financial independence which leads to them living the life they want.
We aim to deliver the very things everyone wants:
Peace of Mind
Financial Security
Financial Independence
LIFESTYLE!
Peace of Mind
Financial Security
Financial Independence
LIFESTYLE!
We aim to deliver the very things everyone wants:
Peace of Mind
Financial Security
Financial Independence.
LIFESTYLE!
Life is not a Rehearsal. Now is the time to start planning.
Discovery Meeting
Let’s find out the lifestyle you want to enjoy in the future.
Here we crunch the numbers to help you achieve that lifestyle.
Our advice will outline the steps you need to take to secure your financial future.
Ongoing Advice - Annual Forward Planning Meetings
Receive continuous clarity and confidence in your finances.
Book in your free 30 min chat to determine if we are a good fit for you.
Life is not a Rehearsal. Now is the time to start planning.
Discovery Meeting
(no cost to you)
Let’s find out where you are in your life right now, and more importantly, the lifestyle you want to enjoy in the future.
Financial Planning Meeting
Once we know what you want, in this 2nd meeting we crunch the numbers to help you achieve that lifestyle.
Plan Presentation
Here we present your advice outlining the steps you need to take to achieve what you want.
Ongoing Advice -
Forward Planning Meetings
This is where the true value of Lifestyle Financial Planning shines through, as you’ll receive continuous clarity and confidence in your finances.
Book in your free 30 min chat to determine if we are a good fit for you.
Reach out to us, and we’ll get back to you.
Thank you for contacting us.
We will get back to you as soon as possible
Luminosity Wealth
Phone: 0488 588 807
Email: info@luminositywealth.com.au
Level 2, 181 Bay Street
Brighton Victoria 3186
Australia-wide via Zoom
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