Welcome to Lewis Financial
Financial support for women, mothers and couples, who want to be in charge of their wealth and their future.
Lewis Financial helps you take charge of your financial future with informed choices through Financial Advice, Financial Planning and Financial Independence, in whichever order fits where you are right now.
Book a free introductory conversation to find the right starting point for you.
Why We Exist
Most financial decisions don’t happen in a vacuum. They happen while you’re managing a household, raising children, balancing a career or all three at once and they’re rarely made with the full picture in front of you.
You don’t need another spreadsheet. You need a financial environment that reflects your choices, one that grows your confidence instead of eroding it.
Lewis Financial connects your financial decisions to your own wellbeing, the people you care for and your professional intentions. We believe financially healthy women build financially healthy families, workplaces and communities and that being financially fluent isn’t about chasing a gap. It’s about manifesting the life you’re already building.
OUR SERVICES >
WHAT YOU REALLY NEED IS
Your Steps to Financial Independence
-
Start with a specific question; it could be an investment decision, a KiwiSaver review or a one-off financial query. We help you get a clear, documented answer you can act on to help you get closer to the financial future you deserve.
-
Bring your whole financial picture together in one place, so every future decision is made with real information instead of guesswork.
-
Financial Independence. Build your own blueprint for the decisions ahead; family, career, lifestyle and money and the ongoing confidence to keep making them on your own terms.
Not sure which step is right for you? That’s the most common starting point and it’s exactly what a free introductory conversation is for.
The Financial Future You Deserve
about our financial expert
Mary Lewis
Mary has been in the business 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, chartered accountant 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!”
Helena
Why Choose Lewis Financial
Lewis Financial was built on a simple belief: financial confidence shouldn’t depend on who you know, what you were taught growing up, or whether you’ve historically been “the one who deals with money” in your household.
It should come from having the facts, a plan that reflects your actual life and someone in your corner who takes your goals as seriously as you do. Whether you’re navigating motherhood, a career change, a separation or simply want a more informed opinion, you’re in the right place.