About us
 

Lewis Financial Management is a small, professional accounting practice focussed on providing high quality, personal financial advice to our clients.  We aim to 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
 

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:

  • Wealth Creation.

  • Wealth Protection

  • Tax Planning

  • Superannuation,

  • Retirement and Centrelink Planning

  • Ongoing Client Service

 
 
 
Need more details? Contact us

Contact us by phone or email.

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Tel:  (02) 9817 2266

andrew@lewfin.com.au

 

Lewis Financial Management ABN 78 998 114 722 is a Corporate Authorised Representative (No. 331704) of Futuro Financial Services Pty Ltd (AFSL 238 478) ABN 30 085 870 015.

© 2016 by Lewis Financial Management

DISCLAIMER

 

This website provides general information only and does not take into account your individual objectives, financial situation or needs. You should assess whether the information is appropriate for you and consider talking with a financial adviser before making an investment decision. Information on this website is believed to be accurate however we do not provide any warranty of accuracy or reliability or accept any liability to any person who relies on it.

 

This site may contain information of, or links to, other parties and their opinions are not necessarily those of Lewis Financial Management or Andrew Lewis. The presence of any link or information of other parties should not be construed as an endorsement of those parties or the accuracy of their information.