Our private clients trust us to manage over $100 million in investment assets. We also provide a range of employee benefit and corporate superannuation services to leading Australian companies.
So why do these clients choose us? And why should you?
Pay only for the advice you receive
Our fee for service advice means you pay for the advice you get, without hidden fees or commissions. When you become a client of ours, we will take the time to make sure you understand and agree to any fees charged.
Support of a national network
We are authorised representatives of Hillross Financial Services. Hillross is one of Australia’s premier wealth adviser firms. Hillross is backed by AMP, one of the best known financial brands, in business for more than 160 years.
A flexible wealth strategy
Everyone is unique. Which is why we work one on one to develop a tailored long term strategy that can fit your lifestyle. We also work with you to refine the strategy as your circumstances change.
Access to experts in financial planning
We are highly experienced financial professionals, and take time to properly assess your needs. We also have access to some of Australia’s leading experts in tax, investment, direct shares, wealth protection, property, insurance and superannuation.
Lewis Financial has been awarded membership in to the Hillross Strategist Group in 2009, 2010, 2012, 2013, 2014 and 2015. The Hillross Strategist Group is an elite group comprising representatives from the leading practices across the Hillross network. Membership of the Hillross Strategist Group represents the pinnacle of professional and business achievement in Wealth Management.
Joshua was a Hillross Adviser of the Year Finalist in 2013.
Lewis Financial and corporate superannuation
Lewis Financial Advisory Group has a strong history of partnering with businesses to develop innovative corporate superannuation and employee benefit plans, as well as working with their employees and executives, to ensure they are taking full advantage of the employee benefits provided to them.
We have provided small, medium and large businesses across Australia with corporate superannuation strategies and solutions since 1987, and manage over $75 million of corporate superannuation funds.
We are passionate about being given the opportunity to deliver professional advice and services whilst maintaining a highly personal approach.