how we can help you

Our Services

Lewis Financial’s financial services are divided into three parts to build confident, informed and balanced wealth choices

  • Financial Independence

    In this four month programme, by recognising the importance of all of life goals, women create a wealth line that matches their lives, their purpose and values enabling them to achieve and make conscious choices about wealth on their terms.

  • Financial Planning

    This service gives you an integrated financial plan that aligns your goals and values in real numbers. The real information and facts that support investment decisions and create choices about what's most important now in relation to our longer-term expectations.

  • Financial Advice

    Our financial advice service will help you to achieve your medium and long-term life goals and you take charge and feel comfortable with your choices.

No matter what stage of life, or situation, take charge now, and create a legacy of balancing wealth, and what is important in life.

1

An initial assessment

2

discover your goals, purpose and values

3

Inform your choices with calculations and facts

4

prioritise your choices with what is important to you

5

collaborate about how to achieve your wealth goals and balance all of life

6

we recommend solutions and offer ways to help you systemise the way forward

7

regular
reviews

8

refresh commitments
going forward