Stop Wishing and Start Planning Your Life Ark Financial Planning Brisbane

Take control of your finances and create a better future for you and your family with Ark Financial Planning in Brisbane. We’re here to help you plan and organise your finances so you can achieve your goals and have enough to enjoy what really matters in life. Have a chat with us to find out how we can help.
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Our Financial Planning Services

Create the future you want with financial planning tailored to your needs.
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The Ark Financial Planning Process

Find out how we work and can help you achieve your financial goals.
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Ark Financial Blog

Get helpful tips and advice to help you in your financial journey.
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Retirement Planning & Superannuation Advice

Do you have enough to retire comfortably and enjoy life after work? We’ll help you make the right choices today so you can retire comfortably when the time comes. Whether retirement is decades away or just around the corner, we’ll help you create the ideal retirement so you can enjoy life after work.

 

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Life Insurance Planning

Life is unpredictable, and you need to be prepared for the worst. The right life and disability insurance can help protect your family financially if the unthinkable happens, and you lose your ability to generate a regular income. We can help you find your best options for life and disability insurance based on your goals and resources, so you’re always protected.

 

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Financial and Estate Planning

Dying may be inevitable, but the financial and legal burdens it can leave behind is not. Proper financial and estate planning lets you organise your matters to avoid bitter disputes in your family circle. We will work closely with your estate lawyer to plan your estate and make sure everything will be in place after you pass away.

 

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Get a FREE Trial of the Ark Wealth Hub – The Easiest Way to Manage Your Personal Wealth

Control your wealth the way you want with the Ark Wealth Hub – our personal wealth portal that lets you stay on top of all your finances. This subscription-based tool offers a variety of features, including:
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All-in-one portal

Manage all your accounts, assets, and liabilities in one place to make planning easier.
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Automated reports

Keep an eye on all your spending and earning with automated reports.
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Instant budgeting

Know how quickly how much you can spend with instant budgets based on your spending.
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Wealth checks

Get monthly snapshots and projections to know exactly where you stand as you work towards your financial goals.
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24/7 access

Access your personal wealth portal whenever you want with your smartphone, tablet, or desktop computer.
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Shareable Access

Share limited access to key financial agents such as your accountant, property manager, or lawyer to make transactions and document-sharing easier

Financial Planners in Brisbane You Can Trust

We know it can be hard finding a financial planner in Brisbane whom you can trust with your money. But when you work with us, you know your money and future are in great hands. Kathleen Lewis has long been a respected and trusted financial adviser in Brisbane, with qualifications and experience to match:
  • Graduate Diploma in Financial Planning, Member of the Financial Planning Association (FPA), JP Qualified
  • Meets the new financial planner educational qualifications rolling out in 2024 – a financial planner in Brisbane who’ll be with you for the long-term
  • President of the Southside Chamber of Commerce
Unlike other financial planners, Kathleen understands that financial planning isn’t just about the money. It’s about helping you secure your future so you can get to where you want to be in life. Find out more about our team.
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Let Us Help You

We concentrate on focusing on your desired reality. We Listen. We take the time to understand your individual situation. We work together to build a plan and implement it for the future. Create the future you want with a financial adviser in Brisbane who works in your best interest.