Lumiant is an interactive client experience SaaS solution, driving better advice outcomes for financials advisers and their clients.

It’s values-based advice process helps financial advisers identify what really matters to their clients, to shape strategies, to realise priorities and goals, and then to drive behavioural change for living an extraordinary life.

Lumiant provides financial advisers with a measurable, meaningful and repeatable process to break down barriers, provide clarity, and open up communication – allowing advisers to better understand their clients, and clients to better experience the incredible value of advice.