Our Services

Making the right choices with your money gives you financial security, freedom and a sense of control. However, making the right choices can be hard to do if you don’t understand what you are choosing.

To Bernie Lewis Wealth Management, ‘making the right choices’ means understanding your lifetime goals, not just selecting a financial service product. You need to know what you want to achieve, both now and in the future, so we can help you in your journey to increased wealth.

This is what we call goal setting and is the first stage in your wealth management journey.

The next stage is building the right financial strategy to achieve your goals. It is at this stage where we spend the most of our time working with you.

Decision Graph

Products and market movements come and go, but your strategy must be enduring.

Stage three is where we then commence looking at the underlying financial structure that will fulfil your desired strategy. The right financial structure may include things like:

Your tax structure - how you invest, whether it is personally, via a trust or in a company structure;
the structure and spread of your investment asset allocation - property, cash or shares;
the ownership of your insurances and how they should be paid for; and
whether you get confused about which account does what.

We work through this with you during the structural stage.

The final stage of the journey is where we identify your financial products. This is a very important stage, but, in our view, secondary to the steps above.

Great products come and go, so rather than the latest and greatest financial service product, what we really look for is flexibility, low cost, durability and ease of implementation – as well as what the best products or services for you are currently available. Should circumstances - yours or the environment - change tomorrow, you can be confident that we will be there to work with you to make the necessary adjustments.

Bernie Lewis Wealth Management specialises in personal financial advice and portfolio management. Our Financial Planners can help you with any of the following financial services:

achieve financial independence;
plan successfully for retirement;
manage superannuation and rollover strategies;
invest smarter to build wealth;
deal with the financial impacts of life changes like divorce and ill health; and
manage inheritance and estate planning issues.

So whether you face special challenges, like retirement or a career change, or you just want to get ahead, Bernie Lewis Wealth Management can help you understand your financial options and make the right choices – throughout your life.

A guide for your journey

For most of us, money helps achieve some of the things we want in life - new experiences, a chosen lifestyle, and those extra indulgences. So while most financial planners assess your assets and suggest investments, your Bernie Lewis Wealth Management Financial Planner will help clarify what is important to you and the lifestyle you want to build or preserve.

Your Financial Planner will guide you through your options and develop a step-by-step strategy to help you achieve your goals. They'll help you put plans into action and provide ongoing advice to keep you on track as your needs and priorities, the laws and legislation, and investment markets change.