Welcome to Lumix Wealth
A boutique financial planning consultancy for professional women
You are most likely here because you understand the importance of securing your financial future and are ready to restructure your finances and take the first step.
- Your money to work for you.
- To take charge of your financial life and not depend on anyone.
- To make intelligent financial decisions that have a positive effect on your life.
In today’s economy there are endless possibilities. It’s important to stay ahead of the game and be educated about the best possible way to manage your money.
Working to make money is one thing. Making your money work for you is another and just as important – if not more!
Lumix Wealth engages with senior executives of international banks, partners in law firms, women on the boards of Australia’s top companies, leading business advisers, successful entrepreneurs, senior government and chartered accountants to help them create the freedom to live the life they want.
When you partner with us…
- You have a sounding board for all of your financial needs.
- You get to take advantage of great opportunities and decide where your money flows.
- You stay connected to the very best financial advice available.
- You avoid common money mistakes and we help you turn around any habits that are holding you back.
- You are held accountable to ensure you move ahead constantly.
- You will go a lot further than you would on your own.
Creating a financial blueprint of your life is about giving you control of your financial future so that you can chose how you live your life. It’s about more than your money. It’s about making clever decisions with your money by engaging with people who will get you there so much faster. The level of care and thought we put into our work takes time and energy, but the results you will get will be phenomenal. Add to that our level of expertise and capability and the fun you’ll have along the way, and your financial planning experience with Lumix Wealth will be amazing.
“I had received some bad advice and I had poor money habits. I have teamed up with Lumix Wealth to get things on track. They are a pleasure to work with and I am making progress. Now I know where I am heading and I have experts to work with.”Testimonial 15
“When I got divorced, I was suddenly alone. Lumix Wealth have been a great support. They play a really important role for me. They check in on me. They have my best interests at heart. I can ring them when I get confusing paperwork.”Testimonial 14
“Joanna at Lumix Wealth understands what we are trying to do. She challenges us, gives us opportunities, helps us think of things we had not thought of. We are in a much stronger position. We like her different fixed fee service packages and the flexibility of them, being able to choose from year to year whether we have a lot of interaction with her. That has really empowered us.”Testimonial 13
“We rate Lumix Wealth highly because they are very professional, highly educated and across so much financial stuff. Not only do they look after us, when my mum needed to go into aged care, they were able to provide us with really valuable advice in this area as well.”Testimonial 12
“We have worked hard to earn our money and we expect our financial planner to be across where we are now, where we want to go, what is the most intelligent thing for our money and how we can minimise risk. Lumix Wealth take their role very seriously. They come up with ideas that we hadn’t considered. We have a much clearer view of our financial future. When we were invited by a friend to co-invest in a project, they was able to work with us to objectively assess the merit of the investment and help us make a decision.”Testimonial 11
“Lumix Wealth have really educated me about money and I am now in a much better position than I could ever have been on my own.”Testimonial 10
“We had a number of financial planners before Lumix Wealth and some bad experiences. They came highly recommended by our accountant and I just wish we had met them earlier. They are careful and understand what we need to do. They are so thorough. They always gets back to us and do what they say they will do. We feel that if something happened to one of us, they would be a great support to the other one.”Testimonial 9
“I came to Lumix Wealth because I had no idea how to set myself up for a secure future. I had a good income but poor money habits and no idea what I should be doing. I didn’t want to be in the same position as my family. Lumix Wealth has set me up in a great way and shown me the things I needed to do. I am in very good hands.”Testimonial 8
“Lumix Wealth have been looking after our financial affairs for a long time. It is not until you get sick that you realise completely the value of their advice. When I got sick, I called them from the hospital in a complete panic about what was going to happen. They re-assured me immediately that we had good insurances in place. Within a few weeks, we had received a lump sum payout. With a mortgage to pay and a family to support, without these insurances, I would have had to take a different course of action with my health. What a relief it has been. Thank you Lumix Wealth, from the bottom of my heart.”Testimonial 7
“Lumix Wealth have given us options. My accountant recommended I speak to them because they specialise in advice to women.”Testimonial 6
“After my divorce, I wasn’t sure of the best use of my money. Lumix Wealth have given me great advice in getting ahead, not to panic, and how I need to take the best care of myself and my family.”Testimonial 5
“The approach of Lumix Wealth to our financial situation has been thorough and professional. They have brought our whole financial situation into order so that we have a good sense of where we are at. They have been able to simplify things, cut to the chase and point out what was working and what was not and saved us a fortune in fees. We are in a much better state. We know we are putting money in the right places. We know where we stand now. We have a clearer idea of where we will stand.”Testimonial 4
“I can always ring Lumix Wealth. I can ask them any question. They are right across my whole financial situation and make me feel more confident.”Testimonial 3
“When I suddenly became widowed, Lumix Wealth was there for me. They have been a great help to me in my new situation. I feel that I can talk to them. No question is too silly and they help me with my concerns and worries. I can’t do it on my own. They know how I don’t want to take too much risk. They explain things to me in a way that I understand and are always willing to listen to me. I feel much more comfortable knowing that Lumix Wealth are there to help me.”Testimonial 2
“We have worked with Lumix Wealth as our family has grown and expanded. They are across everything. Sometimes before our meetings, I worry that I will be chastised for not doing enough, but I always walk out feeling more in control, with more of a purpose, a clearer idea of what we are trying to do and we always have stimulating discussions.”Testimonial 1
Helping women believe they can do it, because they can.
Supporting women in achieving their goals.
What We Believe In.
Lumix Wealth Values
Focusing on women, not just finances.
When you know better, you do better
Women dealing with women.