Plan your future. Build your wealth.
Based in Newcastle NSW, Lumaire Wealth offers a range of different services to help you hit your financial goals. Check out these videos to discover how we can help you.
Budgeting and Savings
A great budget will ensure that you will always have enough money for the things you need and be able to save for the things that are important to you.
Superannuation Advice
If you don’t understand your superannuation investment options, you’re not alone! Most people can benefit enormously from professional advice to maximise the outcomes of their super.
Investing Advice
Borrowing to invest is a high-risk strategy for experienced investors. If you're not sure if it's right for you, you should speak to a financial adviser.
Income Protection
Income protection insurance pays part of your lost income if you're unable to work because of a disability caused by illness or injury. It can help pay the bills so you can focus on getting better.
Retirement Planning
Being proactive with retirement planning strategies will ensure you have enough wealth accumulated to enjoy the finer years in life stress-free.
Wealth Creation
Whether your aspiring for a carefree lifestyle, saving for a new car or for the down payment for a new house, we’ll set you on the right course.
