Valerie Lumby Director/Financial Adviser
Valerie's beliefs concerning the importance of ethics and integrity within the financial advice process are central to the Advice Wise culture.
With a decade of hands-on experience, Valerie is passionate about helping clients achieve financial stability and long term financial security.
Being an advocate of building the financial knowledge of our clients, Valerie believes her role is to listen and identify what it is that is most important to you, present you with options whilst explaining the associated strategy, and then embed a plan that will work for you, your budget and your lifestyle, ensuring it is realist and achievable...and most importantly, a plan you understand and are invested in.
Valerie's ideal clients are in all stages of life:
PROFESSIONALS looking to start on their journey to achieve financial security and grow wealth, setting up the foundations to get ahead.
YOUNG AND MATURE FAMILIES looking for tax efficiencies, to accumulate wealth and/or achieve lifestyle goals.
CLIENTS PREPARING FOR RETIREMENT and/or RETIREES who need help navigating the complexities of retirement planning and aged care.
Valerie’s clients value her as an industry specialist and trusted adviser with a high service ethic, and an appreciation for her long term client relationship focus. The passion she has for her work stems from the impact she has seen quality financial advice make in people’s lives.
.JPG)