Eroll Lumani

Vestex Wealth Management

Bronze
8 Yrs Experience
South Melbourne, VIC 3205

Eroll Lumani is the Founder and Director of Vestex Wealth Management.

He established Vestex with a simple belief: financial advice should help people make better decisions, not create more complexity.

Many clients come to Eroll after years of receiving fragmented advice, accumulating multiple super funds, investment accounts or strategies that no longer serve a clear purpose. His role is to bring structure to their financial world and help them focus on what actually matters.

Eroll specialises in wealth management, portfolio construction and long-term financial strategy. He works closely with successful individuals and families seeking a more considered approach to building and managing wealth.

His advice philosophy is built around discipline, diversification and evidence-based decision making. Rather than chasing trends or reacting to short-term market noise, he helps clients remain focused on their long-term objectives and the factors they can control.

As an independent business owner, Eroll has built Vestex Wealth Management to provide a more personal and accountable advice experience. Every client relationship is built on accessibility, transparency and a genuine commitment to helping clients achieve meaningful financial outcomes.

Vestex Wealth Management is a boutique advisory practice for individuals and families seeking strategic financial direction, disciplined investment thinking and clarity around their financial future.

www.vestex.com.au

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

Get in touch

We believe financial advice should be transparent and easy to understand.

All fees are disclosed and agreed upon prior to engagement, with recommendations tailored to your individual circumstances and objectives.

We offer an initial consultation at no cost, allowing both parties to determine whether a long-term advice relationship is appropriate.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2018
  • Years of experience 8
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Vestex Wealth Management

Central House, 101 Moray St
South Melbourne, VIC 3205

Opening hours

  • 9:00am – 8:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Spark Advisors Australia

AFSL 380552

Axies Pty. Ltd.

AFSL 339384