HISTORY & APPROACH
History
The Origin Group emerges as the culmination of a collective vision, born from the union of four distinct financial services entities. Consolidating into a single entity, our common goal crystalised over time, defining our role as a premier services company. Between the financial acumen of Origin Financial and the tax, account and fiduciary expertise of Lumenrock which merged with the group in 2020, it’s the perfect marriage to provide all financial services under one roof – the Origin Group.
Origin Group is in a unique position to provide:
Hindsight – Compliance services
Insight – Performance-oriented services
Foresight – Strategic services
This sets the stage for innovation and game-changing performance for our clients.
Approach
Our approach has been meticulously refined to revolve around the bespoke needs of our esteemed clients. As their requirements evolved, so did our areas of expertise, expanding to encompass the full spectrum of our clients’ needs. Strategic mergers and acquisitions within the financial industry have empowered us to meet the intricate demands of our clientele.
Using a team-based model, we work closely with clients to identify planning needs and opportunities. We then work in conjunction with in-house professionals that specialise in a wide range of services to create a cohesive team intended to help you reach your own unique goals.
Contact us today and let’s collaborate in developing a customised financial strategy, tailored to your needs and objectives.
