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.

KIND WORDS FROM EMMA’S CLIENTS

Discover how Emma has helped women in Newcastle achieve their financial goals.

“When I found Emma I was looking for a financial advisor I could trust to safeguard myself for emergencies and to invest for my future. Emma has been exceptional at ensuring I understand the options available to me and putting together plans that suit me to perfection. With Emma, there is no intimidation or gatekeeping and I intend to continue leaning on her expertise as I build wealth for my family.”

– Charnelle M.

“Emm made sure that my income protection and life insurance matched my lifestyle, so that I am protected no matter what happens. She’s available to chat through questions or concerns at any time and super helpful, nothings ever a problem!”

– Carly F.