Lewis & Co.
Accountant
About us
Lewis Financial Management is a small, professional accounting practice focused on providing high quality, personal financial advice to our clients.
We listen to understand not only our client's aspirations, but also their concerns and fears. We plan strategically to achieve our client's goals and objectives, and pro-actively manage our client's financial plan to adapt to ever changing short-term circumstances. We walk beside our clients and assist them every step of the way through their journey.
We are backed by the strength and resources of one of Australia's most respected financial planning groups, Futuro Financial Services.
With our access to strong research and technical teams, you can rest-assured your financial security is in good hands.
What We Do
We provide our clients with a Financial Planning is much more than managing money. Whether you are young and starting out, in business, approaching or in retirement it's never too late to take control.
You have worked hard for your money, so make it work hard for you. Setting your goals, establishing a strategy to get you there and reviewing it on an ongoing basis so you stay on track is critical to your success and achieving the lifestyle you seek.
Whatever stage you are at, we can help you with:
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Wealth Creation.
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Wealth Protection
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Tax Planning
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Superannuation,
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Retirement and Centrelink Planning
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Ongoing Client Service