Lewealth Financial Services is a leading financial planning firm based in Derrimut, Victoria, Australia. Since 2014, they have been offering comprehensive and tailored financial advice to help clients achieve their financial and lifestyle goals. With a team of experienced financial advisors, Lewealth Financial Services focuses on understanding each client’s unique needs and objectives to provide personalized strategies that align with their current financial and personal circumstances.
At Lewealth Financial Services, the mission is to assist clients in planning for tomorrow today by offering a wide range of finance strategies to support them in managing risk tolerance and market volatility. The firm prides itself on providing unbiased recommendations and impartial guidance based directly on the client’s needs and goals. As a Corporate Authorised Representative of Synchron, Lewealth Financial Services adheres to the required legislative guidelines, including the FASEA Codes of Ethics, to ensure transparency and professionalism in all client interactions.
The team at Lewealth Financial Services is dedicated to helping clients create and protect their wealth, allowing them to continue enjoying the things they love. With a client-centric approach, the firm’s advisors specialize in various areas such as financial planning, insurance, and administrative tasks. By building long-term relationships and offering holistic strategy advice, Lewealth Financial Services aims to empower clients to take control of their financial future and achieve financial freedom.