About Us

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Lewealth Financial Services have been providing comprehensive tailored financial planning advice since 2014. Our mission is to making sure we can help you achieve your financial & lifestyle goals; even if it may seem too far away, but the sooner you start, the more likely you can achieve your financial freedom.

We are part of the new breed of professional financial planners, that is we are fully qualified, transparent, and follow the required legislative guidelines especially the FASEA Codes of Ethics.

We understand that everyone is different, therefore all our strategies are personalised to your goals & objectives, based on your current financial & personal circumstances, so that you will be confident knowing you are walking your own path.

Our client value proposition is ‘we help to create and also protecting your wealth at the same time, so you can continue doing the things you love’. 

We would love to speak to you to understanding your goals and needs at any stage of your life. Our advisers specialise in areas such as:  

• Cash flow, budgeting & savings plans
• Home loan, debts reduction & management
• Superannuation & investments (wealth creation)
• Insurance (wealth protection)
• Effective tax planning strategies
• Pre & post retirement planning
• Estate Planning