About Us

Lewealth Financial Services

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 professional financial planners and 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

This website is published by Lewealth Financial Services Pty Ltd (ABN 46 600 453 334 CAR #463642), Authorised Representatives of Synchron Advice Pty Ltd (ABN 33 007 207 650), AFS Licence No.243313. The information contained in this website and any of the resources available through it including eBooks, fact sheets and seminars (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances. Under no circumstances will any of Lewealth Financial Services Pty Ltd, Synchron Advice Pty Ltd, its officers, representatives, associates or agents be liable for any loss or damage, whether direct, incidental or consequential, caused by reliance on or use of the Content. This Content is restricted to Australian residents and is for the intended recipient only.

From time to time, Lewealth Financial Services Pty Ltd representatives or associates may hold interests in or transact in companies or products mentioned herein, and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products.

About Us

Lewealth Financial Services

yOUR ADVISERS

Jimmy (Triet) Le

Jimmy (Triet) Le

Jimmy (Triet) Le

Nhan Le

Jimmy (Triet) Le

Jimmy (Triet) Le