Introducing Bernie Lewis Wealth Management
KFG Wealth Management has become part of a new business called Bernie
Lewis Wealth Management, a subsidiary of Bernie Lewis Home Loans.
This
decision has been made after many months of careful consideration and
planning by KFG Wealth Management.
To grow our business and services,
we saw no better fit than bringing together KFG and Bernie Lewis Home
Loans – we are both South Australian-based, family run companies
each with over 20 year histories.
Our values are similar - we believe
strongly in building trusting relationships with our clients, and have
a commitment to building financial independence and client education.
By forming Bernie Lewis Wealth Management, we will consolidate our strengths
and provide you with an even greater depth of experience and value.
Information
for existing KFG clients
It is important to emphasise that this will be
a seamless transition and there will be no interruption or change in
the provision or level of service provided to you by KFG or your financial
planner.
If you are an existing KFG client, you will continue to receive
your financial advice and services from KFG Wealth Management Pty Ltd,
as a wholly owned subsidiary of Bernie Lewis Wealth Management Pty Ltd.
All written correspondence to you will continue to be from KFG Wealth Management
Pty Ltd.
Our main office will remain at Level 6, 13 Grenfell Street, however,
you will also have access to an additional six branches across metropolitan
Adelaide.
|
