LIFESTYLE FINANCIAL PLANNERS

Helping you live the life you want without fear of ever running out of money.

 HOW MUCH MONEY IS ENOUGH?

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. 

Lifestyle Financial Planning For PEOPLE

Nearing Retirement

Already Retired

Small Business Owners

Families

Divorcees / Widows

Nearing Retirement

Already Retired

Small Business Owners

Families

Created by potrace 1.16, written by Peter Selinger 2001-2019

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. 

BOOK A MEETING

Explore what we excel at

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.

LIFESTYLE FINANCIAL PLANNING

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. 

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RETIREMENT PLANNING

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. 

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RETIREMENT PLANNING

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. 

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INVESTMENT PLANNING

Our evidence-based approach to investment management gives you the best chance of having a successful investor experience. 

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SUPERANNUATION / PENSIONS

Superannuation will likely play an important role in delivering your desired lifestyle. 


We ensure you have the right superannuation platform to meet your needs.

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AMAZING CLIENT OUTCOMES

The outcome of our advice is our clients reach financial independence which leads to them living the life they want. 

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ABOUT LUMINOSITY WEALTH

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!

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ABOUT LUMINOSITY WEALTH

We aim to deliver the very things everyone wants:

Peace of Mind

Financial Security

Financial Independence.

LIFESTYLE!

LEARN MORE

YOUR EXPERIENCE

Life is not a Rehearsal. Now is the time to start planning.

Discovery Meeting 

(no cost to you)

Let’s find out the lifestyle you want to enjoy in the future.

Financial Planning Meeting

Here we crunch the numbers to help you achieve that lifestyle.

Plan Presentation

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. 

BOOK A MEETING

YOUR EXPERIENCE

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. 

BOOK A MEETING

LIFE IS NOT A REHEARSAL!

The biggest mistake we make in life is thinking we have time.

GOT QUESTIONS? GOT QUESTIONS?

OUR REVIEWS

"Retirement Planning"

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.
John Doe's Image

Michael, Brighton

"Clarity"

Glenn made sense of our wealth and gave us full clarity of what our financial future looks like. We now have a plan in place to achieve everything we want, including that Tesla. This is the financial planning people need!
John Doe's Image

Gerry, Melbourne

"Retirement"

I have investments everywhere, Glenn cleaned it up. With a strategy now in place for retirement it's such a relief now knowing I'm on track. Couldn't have done it without Glenn's incredible help. Best decision to work with him.
John Doe's Image

Clair, Melbourne

"Retirement Planning"

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.
John Doe's Image

Michael, Brighton

"Clarity"

Glenn made sense of our wealth and gave us full clarity of what our financial future looks like. We now have a plan in place to achieve everything we want, including that Tesla. This is the financial planning people need!
John Doe's Image

Gerry, Melbourne

"Retirement"

I have investments everywhere, Glenn cleaned it up. With a strategy now in place for retirement it's such a relief now knowing I'm on track. Couldn't have done it without Glenn's incredible help. Best decision to work with him.
John Doe's Image

Clair, Melbourne

"Retirement Planning"

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.
John Doe's Image

Michael, Brighton

"Clarity"

Glenn made sense of our wealth and gave us full clarity of what our financial future looks like. We now have a plan in place to achieve everything we want, including that Tesla. This is the financial planning people need!
John Doe's Image

Gerry, Melbourne

"Retirement"

I have investments everywhere, Glenn cleaned it up. With a strategy now in place for retirement it's such a relief now knowing I'm on track. Couldn't have done it without Glenn's incredible help. Best decision to work with him.
John Doe's Image

Clair, Melbourne

CONTACT US!

Start planning for your future today.

BOOK A MEETING

ANY OTHER QUESTIONS?

Reach out to us, and we’ll get back to you.

Contact Us