We're here to help you build a great financial future, for life.

A lifetime of financial experience.

Kirsty Lewis, Diploma of Financial Services (Financial Planning).
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Kirsty has been in financial services industry for almost 20 years, specialising in personal insurances and superannuation for the duration of that time. Kirsty spent the first 10 years of her career working for major life insurance companies in their product and sales teams before becoming a financial adviser and advising clients on personal and corporate superannuation, retirement income planning, estate planning and life, trauma and disability insurance.

Ian Lewis, Diploma of Financial Services (Financial Planning).

Ian has over 40 years in the financial services industry in both management and as an adviser, specialising in risk insurance and superannuation planning. Ian has spent 20 years advising clients on personal and corporate superannuation, retirement income planning, estate planning and life, trauma and disability insurance.

Download our Financial Services Guide.
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Our specialities include:

• Helping families protect their income and assets from the uncertainties by the potential disablement or premature death of family income-earners
• Helping business owners protect their businesses from the risk that they, their business partners, or key employees may suffer a disability or die
• Helping clients arrange their affairs to ensure the orderly succession of their personal and business assets through careful estate planning and protection
• Helping clients maximise their income in retirement.
  
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