Lumiant – Values Centred Advice
Finlife Pty Ltd
Lumiant is an innovative values-based advice service which changes how financial advice is delivered. Lumiant helps advisers identify what matters to clients, then collaboratively shape strategies and sustain behaviours to achieve their goals. Face-to-face and digital client-engagement features reduce the adviser’s cost-to-serve, de-risk compliance and deliver high-quality, consistent experiences at scale.