How it works
Our consultation process: the Lumin journey
Initial meeting
We take time to understand your personal priorities, concerns and aspirations. You have the chance to learn about how our services and expertise can add value to your financial situation. The first meeting is free of charge and without any obligation to work together.
Research
We will carry out an in-depth analysis of your current investments, pension plans, tax situation, estate planning and/or protection arrangements, and assess how these match up with your needs and goals.
A clear plan
We will meet again for an open discussion on our findings and optimised solutions that will help you reach your objectives. We explain our recommendations and proceed with a detailed written report if you’re happy and agree.
Implementation
We will implement the recommended and agreed measures and select a carefully constructed portfolio, taking into account your risk profile, investment time horizon and financial goals. We’ll make the process easy and explain all the steps as we go along.
Ongoing support
You will receive regular updates and you can view your portfolio 24/7 on a dedicated online platform. We’re here to help with any queries. You will have an opportunity to discuss any changes to your circumstances or objectives, and this will enable us to fine-tune your plan.
