services
What We Do
Experience the convenience of having all your financial planning services under one roof, backed by a dedicated team that genuinely cares about you, so you can focus on what truly matters to you.
What We Offer
In today’s fast-paced financial landscape, access to comprehensive and reliable services is essential for achieving your financial goals.
At Luminance, we pride ourselves on being your go-to partner for all your financial needs. We simplify your financial journey by offering a seamless experience that encompasses everything from investment and insurance management to estate planning and mortgage refinancing solutions through our partners.
Whether you’re an individual seeking to secure your financial future or a business aiming to optimize your financial strategies, we are here to empower you with the knowledge and resources necessary for success.
Individuals
As you hustle everyday for the ones you love, we strive to be your go-to partner in your journey towards growth and excellence. Guided by our vision and core values, we treat every portfolio as we would our own.
- Tailored Financial Assessments
- Financial Planning and Investment Strategies
- Insurance Planning
- Retirement Planning
- Estate and Legacy Planning with Riverside Trustees
Business Owners
As self employed and entrepreneurs ourselves, we understand the challenges of businesses in providing competitive employee benefits, staff retention, keyman protection and passing on the legacy of your hard work.
- Employee Benefits Solutions
- Keyman Protection
- Business Succession Planning
Our Partners
What sets us apart is our strong network of partnerships and collaborations with industry experts. By leveraging these relationships, we provide you with personalized solutions that are tailored to your unique situation, ensuring that you receive the best possible guidance and support.
