We help women to be in charge of wealth, their future and achieve balance in life
Welcome to Lewis Financial
We specialise in helping you to make informed financial choices through life stages and situations. Our offerings of financial independence, planning and advice enable you to access expert assistance through these times.
Our offering reflects the process of making an informed choice, in a series of three parts, grouped under each of these three categories.
Our Services
-
The mindset to be confident around financial decisions that impact your life
-
The critical information in numbers facts and projections to inform your wealth and life choices
-
Financial advice matches investment and portfolio advice to your needs defined in the Financial Plan.
about our financial expert
Mary Lewis
Mary has been in the finance sector for over 40 years, now specialising in financial advice and planning with a unique offering that balances wealth and life choices. Mary is passionate about creating wealth for women, and specialises in coaching women through significant life situations.
About mary >
When you choose to work with me, you put your trust in someone who:
is passionate that women have a confident relationship with money and wealth
Understands the impact of bias on wealth decisions
knows about the reality of women’s lives, the impact on wealth and the importance of conscious choices
is a qualified coach and financial adviser
Skilled to integrate life purpose, values and unique life goals into your wealth decisions
Client Experience
“A truly excellent course delivered by a very inspiring and dynamic trainer. She led us in our teachings as a prime example of the kind of woman many of would very much like to have more traits of. She has made me want to become a stronger more capable woman and also made me believe that I can do just that - one of the first people who has said that in my life time…”
Katie
“…it was a turning point in my relationship with my finances! You told me in no uncertain terms that I needed to ‘financially grow up’…
Brilliant.”
Anonymous
“I worked with Mary while I was contemplating a significant career change. Mary helped me to identify what was really important to me, which meant that my financial goals could be more clearly set within the context of the life that I want to lead and the things that I value. Mary’s advice was really practical too, and she tailored the sessions to suit my needs. I found the holistic approach Mary takes so helpful – she’s a great coach!”