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Lumiant Help Hub

Welcome to the Lumiant Help Hub

Important Notice: Lumiant is Closing Down

Lumiant Pty Ltd (Subject to Deed of Company Arrangement) is no longer able to provide services, and the Lumiant platform is being suspended from around 29 June 2026.

If you would like to request a copy of your practice data, please email team@lumiant.io before 1 July 2026. Customers who opt in will receive a secure link to their data extract, with access available for 7 days between approximately 6–12 July 2026.

If you have any questions about the offboarding process, please contact team@lumiant.io.

Topics

  1. Contact Support & Track Your Requests
    1. Raise a Support Request - Lumiant Support Desk
    2. View My Requests
  2. Further Lumiant Resources
    1. HALO Help Hub
    2. Client Portal Help Hub
    3. Sign in to Lumiant
  3. Getting Started
    1. Lumiant Account Activation and Login Guide [FAQs]
    2. Introduction to Lumiant [Getting Started]
    3. Lumiant - 3 Steps to Practice Success [Getting Started]
    Show 4 more
  4. Practice Setup & Admin
    1. Multi-Factor Authentication Setup [How-Tos]
    2. Practice Manager Settings [Getting Started]
    3. Getting Started with Key Advice Areas (KAA) [How-Tos][Best Practice]
    Show 9 more
  5. Client Setup & Management
    1. Dashboard: Global Search & Advisor Landing Page [Product Guide]
    2. How to Create a Client and Add a Partner in Lumiant [How-Tos]
    3. Editing Clients & Households [How-Tos]
    Show 10 more
  6. Discovery & Fact-Finding
    1. Surveys: Quick Actions and Overview [Product Guide]
    2. Surveys: Foundations Introduction [Product Guides]
    3. Surveys: Fact-Finding Workflow [Product Guides]
    Show 13 more
  7. Advice & Strategy
    1. Key Advice Areas: Overview [Product Guides]
    2. Key Advice Areas: How-To [How-Tos]
    3. Governance: Overview [Product Guides]
    Show 10 more
  8. Implementation & Engagement
    1. Best Life Plan: Overview [Product Guides]
    2. Best Life Plan: Generating Exports and Fact Find [How-Tos]
    3. Tasks: Overview [Product Guides]
    Show 3 more
  9. Client Communication & Marketing
    1. Whitepaper: Marketing Strategy – How to Get It Right [Best Practices]
    2. Campaign: Your Life Overview & Objectives [Email Templates]
    3. Emails for Existing Clients: Your Life Campaign [Email Templates]
    Show 17 more
  10. Training & Skills
    1. Protocol: Initial Enquiry [Best Practices]
    2. Introducing Lumiant to Clients [Getting Started]
    3. Understanding Client Behaviour [Best Practices]
    Show 15 more
  11. Support & Troubleshooting
    1. Raising a Support Request [How-Tos]
    2. Registering for the Help Hub [How-Tos]
    3. Using the Lumiant Virtual Service Agent [FAQs]
    Show 13 more
  12. Integrations & Data Feeds
    1. Lumiant Integration with Xplan - Full Guide [Product Guides]
    2. Lumiant Integration with Xplan - Setup and Introduction [Product Guides]
    3. Troubleshooting Xplan Client Sync Issues [How-Tos]
    Show 6 more
  13. Lumiant Live Podcast & Webinars
    1. Lumiant Live Podcast
    2. The Future of Financial Advice with David Haintz & Rob Jones [Webinar]
    3. Talking Pricing [Webinar]
    Show 6 more
  14. Legal & Compliance
    1. Terms of Use [Legal and Compliance]
    2. Privacy Policy [Legal and Compliance]
    3. Security Overview [Legal and Compliance]

Suggested forms

  • Login Issues (Unable to Access Lumiant) in Lumiant Support Desk

    If you’re unable to log in to Lumiant, use this form for assistance.

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