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VerifiedFinancial Services· Founded 2013

Lumix Wealth

The Lumix Wealth philosophy draws on the combined experiences of the team and the following core beliefs: Plan today for a successful tomorrow Wealth is built with patience and discipline Invest because opportunity exists not because cash is available Preparation and planning produce superior outcomes Be tax aware but not tax driven There’s danger being comfortable with what the crowd is doing If you can’t afford to lose money in the next 12 months, you shouldn’t be in the share market Sometimes debt can be good, and sometimes it’s bad ‘Price fluctuations have only one significant meaning for the true investor. They provide him with an opportunity to buy wisely when prices fall sharply and to sell wisely when they advance a great deal. At other times he will do better if he forgets about the stock market and pays attention to his dividend returns and to the operating results of his companies.’ Ben Graham

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