Portfolio Services

Advising and helping our clients accumulate, protect, and distribute their wealth is of the upmost importance. Lumina International is dedicated to the financial success of our clients. With portfolio solutions using the largest banks and institutions globally Lumina International is able to advise on the optimal solution for each individual client.

In terms of portfolio services if the answer to the following questions is yes then Lumina International will be able to provide the find the perfect solution for you.

Do you want:

  • An advisor who takes time to listen?
  • A customised approach to your financial needs?
  • Independent portfolio solutions using global resources of the largest institutions around the world?

Lumina International services include advice on:

  • Portfolio Management;
  • Capital or lump sum investments;
  • International Banking; and
  • QROPS;