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:
Retirement and Centrelink Planning
Ongoing Client Service
Tel: (02) 9817 2266