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Bernie Lewis Wealth Management was established in December 2007 after amalgamating with KFG Wealth Management (KFG) – a well established, independently owned, financial services business. Bernie Lewis Wealth Management is a subsidiary of Bernie Lewis Home Loans - also a South Australian-based, family run company with similar values to KFG Wealth Management. As Bernie Lewis Wealth Management we continue to strongly believe in building trusting relationships with our clients, and have a commitment to building financial independence and client financial awareness. Like Bernie Lewis Home Loans, KFG also started in the 1980’s and grew into a mature and well-balanced team offering a range of financial planning and wealth management solutions tailored to meet clients’ needs across the full spectrum of life stages. Today, Bernie Lewis Wealth Management provides simple yet effective solutions, quality advice and care for our clients. Getting to know you, helping you understand your financial options and then supporting you in your choices – that is the Bernie Lewis Wealth Management difference.
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