Research, workshops and tools that turn complex wealth decisions into clear, actionable outcomes.

What we do

We turn retirement complexity into decision-ready insights and shippable tools for super funds, wealth managers and service providers.

Research & Advisory

Evidence-led briefs across retirement-income strategy, household wealth, regulatory developments, digital guidance and advice.

Products & Embeddable Tools

From problem framing, product design to UX flows, we help design and ship embeddable calculators, digital guidance aids and simulation tools.

Workshops & Enablement

Workshops to align customer experience, product and advice teams, pressure-test assumptions, and turn concepts into launched solutions that resonate.

Who we are

Lumisara brings 50+ years of combined experience across retirement, product design, policy, asset consulting, financial advice and wealth technology. We turn research into customer-centric products and retirement journeys.

Meet the team

The Retirement Rubicon

A fortnightly newsletter that keeps retirement professionals at the forefront of all things decumulation: Product, Policy, and Member Outcomes

Get in touch

Not sure how we can help you? Start with a 15-minute exploratory call.

Based in

Melbourne, Australia