Pooling our advisors' combined expertise and lived experience, we offer bespoke financial guidance covering a range of needs, from mortgages to development finance to business loans–all with the goal of demystifying the path to your financial goals.
What we value
Our goal is to provide excellent service to the people who trust us with their financial futures. For us that means we are:
Helpful
Our friendly and supportive team provide expert advice that is tailored to our clients to help them achieve their financial goals
Dedicated
We provide exceptional service and go above and beyond to support our clients through the lending process to make it as simple as possible.
Creative
We can assist with complex applications and provide “out of the box” solutions when required to get the required result.
Meet the people behind the advice
At Lumen, we’re more than just numbers and spreadsheets – we’re a team of real people who care about your financial future as much as you do.
From first-time home buyers to seasoned investors, we’re here to answer questions, offer guidance, and keep the process simple. Get to know us below, and feel free to reach out if there’s anyone in particular you would like to work with.
Paul has over 5 years banking and 10 years business management experience. He has extensive experience working with a range of business owners, from small start up businesses to medium enterprise companies, assisting with all financial needs from business planning and funding to personal home lending. He has also been successfully working with first home buyers by making the process as easy as possible and helping customers every step of the way.
Richard has worked in the NZ banking industry for 19 years, with 5 years in business management beforehand. He has worked for some of the major banks with great results, achieving impressive accolades from his peers in the industry for his work. He has a wide range of financial knowledge that helps his clients achieve their goals. Richard brings with him a wealth of experience in residential and business lending. He understands how banks operate and works for the client to find the lender that best meets their needs.
Shelley’s core focus is delivering real results for her clients. She combines a passion for helping people achieve their goals, with a talent for guiding clients through complexity to better understand their lending requirements. With 14+ years of banking experience and 7+ years within an Accounting and Advisory firm, Shelley offers a fully rounded approach to your personal and business finance needs. Adept at turning financial challenges into success stories, Shelley is ready to partner with you on your next move.
Stephen has over 14 years of experience in Business and Commercial Banking, working across a variety of industries. This extensive experience enables him to comprehend how different businesses operate and tailor lending solutions to meet their specific needs. With highly developed analytical and financial management skills, Stephen excels at structuring opportunities into bankable transactions. While he possesses a broad knowledge of various lending structures, he specialises in Asset, Equipment, Vehicle, and Machinery Finance. Stephen recognises the importance of delivering great customer outcomes, he is committed to offering financial solutions and products that ensure positive results for both the customer and the lender.
Let’s get started
If you’re ready to shine a light on your financial goals, our team is here to help.