For Professional Partners
Your clients' lending decisions can form an important part of their broader financial position.
Lumière Financial works alongside financial advisers, accountants and other professional advisers to provide lending expertise when property, refinancing or finance becomes part of the conversation.
Why Lumière Financial?
Financial services experience
Our background spans financial planning, wealth management, finance and corporate environments, giving us a broader understanding of where lending fits within a client's financial position.
A considered approach
We take the time to understand the client's objectives and listen to the priorities and considerations you've identified through your advice relationship. This allows us to explore lending solutions that complement your advice and align with the client's broader financial goals.
Professional relationships
We value clear communication, follow-through and respect for the relationships our partners have built with their clients.
Client first
Our aim is to provide a professional lending experience that adds value to the broader advice relationship.
Lending expertise that complements your advice
We don't provide financial planning, accounting or legal advice, and we don't seek to compete with the professional relationships you have already established with your clients.
How we work together
We take the time to understand your client's broader circumstances and, where appropriate, the advice already being provided.
From there, we can help your client explore their lending options, understand the implications of different structures and manage the lending process through to settlement.
Where you are involved in the client's broader professional team, we aim to keep communication clear and work in a way that complements the relationship you already have.
Where we can help
Property purchases and upgrades
Investment property and portfolio lending
Refinancing and restructuring
Equity access
Complex income and ownership structures
SMSF property lending
Business and commercial lending
Interested in working together?
If your clients require lending support and you're looking to work with someone who understands the advice process and the importance of a broader strategic plan, we'd welcome the opportunity to have a conversation about how we could work together.
Lets Talk - Click to Call or Text
Matt Davy
Lumière Financial
0432 465 202
The right relationships matter to us
We're looking to build long-term relationships with professional advisers who share our commitment to putting the client first.
We value working with people who appreciate the importance of a broader strategic plan, communicate openly and recognise the value of bringing the right expertise together to support their clients.
Trust, integrity and mutual respect underpin the relationships we build. We believe the best outcomes come from professionals who understand their respective roles, work collaboratively and keep the client's best interests at the centre of the conversation.