Our clients are from all walks of life and throughout Australia. They trust us to manage their investment assets and assist them with their major financial decisions.
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.
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 professionals
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.
Click here to read how our clients feel about us.
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.
Lewis Financial has been awarded membership in to the Hillross Strategist Group in 2009, 2010, 2012, 2013, 2014, 2015 and 2019. 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.