Finding the right financial advice can often be a tedious and difficult task. It takes a certain amount of time to establish a firm relationship and trust with your financial adviser to be comfortable that they are acting in your best interests. That is why we take the complications out and offer tailored comprehensive, helpful and practical solutions. Our team of financial advisers take the time to thoroughly understand your financial situation before suggesting recommendations.
The Lewis Financial Planning Pty Ltd team are professionals in providing financial protection advice for your circumstances. Our Financial Advisers take pride in their skill and work closely with clients to provide specific advice and produce quality results, tailoured to your needs.
Financial Advisers & Superannuation Advisers
We look after your life insurance and income protection, ensuring you are appropriately covered no matter what the scenario. We make sure that if you experienced an injury or serious illness, you and your family will be protected financially. Our financial advisers work to understand each clients needs & circumstances to provide tailored comprehensive advice, so that our clients feel at ease knowing they are covered when it comes to an emergency such as the unfortunate circumstances of suffering an injury, illness or death and the financial impact this will have on you and your family.
We recognise the stress of selecting and managing your superannuation funds. Ensure your valuable time does not involve the stress of managing your super & cashflow. We aim to educate our clients on the basics of superannuation and empower our clients with the most appropriate options so they can make informed decisions.
A self-managed super fund is another way of saving for your retirement. This option gives you complete control of your decisions and the investment you make into your retirement. In describing the different factors of a planned superannuation and a self-managed fund, our clients can figure out what sort of control they would like to have. We take note of your specific objectives and financial intentions for your retirement. Whilst Lewis Financial Planning Pty Ltd is not currently authorised to advise on SMSF’s, we can refer you to one of our third party specialist SMSF’s advisers to assist you accordingly with SMSF’s.
Planning your investments is quite complex and requires many diverse elements to be considered in line with your goals. The process of outlining & assisting with planning your financial goals & objectives is part of the specialist advice we will provide to you.
We provide a wide range of options when deciding how to plan for your investment strategy. We assess closely and give you realistic strategies when creating a financial plan that works best for you. Our many years of working with clients, and years of combined experience, the Lewis Financial Planning Pty Ltd team has become leaders in our profession, recognising the thorough complexities of investments. We offer only the most quality and appropriate advice that is relevant to you.
When it comes to retirement planning, you want to know you are in well trusted hands. It is crucial to be thinking about what you would personally like to achieve for your retirement plan. Our financial advisers at Lewis Financial Planning Pty Ltd map out your journey in aim that your retirement is a relaxing and smooth one. We acknowledge the significance of your retirement and plan for it according to your ideals & goals. Our dedicated and qualified team offer a range of tailored retirement plans, experienced recommendations and what works best for you in achieving your retirement goals.
We carefully monitor your personal circumstances working continually to improve on current solutions and strategies for your circumstances. Your retirement journey is our highest priority.
We are dedicated to assuring clients have a smooth and pleasant experience with their finances. Our financial advisers at Lewis Financial Planning Pty Ltd work hard to be our clients’ trusted adviser, as our leading service and practical expert advice ensure you are covered as best possible in any situation.
To discuss your options, please contact our dedicated Financial Adviser Guy Rigby on (07) 3217 9015 or via email by clicking here.