A financial advisory built for clarity

Lumen Financial was established to illuminate finance for ordinary Kiwis.

Get in touch with our team
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Practical guidance, tailored to you

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.
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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:

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Icon of a hand holding a key
Icon of a hand holding a key
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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.
Senior Mortgage Adviser
paul@lumenfinancial.co.nz
+6422 096 7694

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Senior Mortgage Adviser
richard@lumenfinancial.co.nz
+6421 222 8965

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Business & Mortgage Adviser
shelley@lumenfinancial.co.nz
+6427 511 0111

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Asset Finance Specialist
stephen@lumenfinancial.co.nz
+6421 071 7488

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Let’s get started

If you’re ready to shine a light on your financial goals, our team is here to help.
Get in touch today