Lever Group – Member of Lumos Advisory is a trusted business advisory firm with over 40 years of collective experience and a proven track record of success. specialising in empowering ambitious business owners to transform their businesses and lives, Lumos offers a wide range of services including tax planning, financial statements, wealth planning, and business structuring. With a focus on personalized support and tailored financial guidance, the team at Lumos listens first to truly understand each client’s goals and values before offering expert advice.
Committed to helping clients achieve their financial dreams, Lumos Advisory unites the expertise of five renowned business advisory and accounting firms, including Lever Group, Lever Financial Services, Enright Holmes, Grant & Brady, and Bloom Wealth & Finance. With a holistic approach to business finance and wealth management, Lumos takes pride in being a guiding light for clients, providing constant support and guidance to navigate business challenges and achieve success. The team’s dedication to understanding each client’s unique needs and providing clear, approachable explanations sets them apart in the industry.
With a presence in regional Australia and a deep understanding of the challenges and opportunities faced by regional businesses, Lumos Advisory offers personalized support to help clients achieve the next level of success. Led by accomplished professionals like Alisha Lever, Amy Holmes, Peter Lever, and Stuart Brady, the team at Lumos is dedicated to helping clients make informed decisions, take courageous actions, and build a lasting legacy. Whether you’re a savvy business owner looking to enhance profitability, a high net worth individual seeking wealth preservation, or an entrepreneur ready to scale your business, Lumos Advisory is the partner you can trust to guide you towards a prosperous future.