Provider of financial planning and advisory services based out of Baulkham Hills, Australia. The company's services include financial planning, retirement planning, wealth management, long-term wealth protection, debt recycling, investment research and portfolio construction, wealth creation strategies and related services.
Lumiant operates a cloud-based advice and client engagement platform that emphasizes the value of financial advice in clients' lives. It allows clients to connect their personal values and goals with their financial strategies. The platform features an administration interface with a dashboard that enables advisers to manage client accounts, launch presentations, and facilitate collaborative activities. Additionally, it provides insights into portfolio amounts and asset allocation from various investment platforms. By integrating financial strategies with meaningful personal values, Lumiant aims to foster long-term client relationships and enhance the overall client experience.
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