Kathleen Lewis | Financial Adviser

Kathleen Lewis | Financial Adviser

Grad Dip FS(FP) | FPA | JP (Qual)

I am a local south-sider who grew up in the Mansfield area. I have 2 teenage girls and have been a sole parent for the last 14 years. As a strong believer in supporting my community I am the President of the local Southside Chamber of Commerce and a member of the Brisbane Southside PowerTalk Chapter.

We at ARK Financial Planning want to help you and your family achieve the lifestyle you want by doing the following:

  • Ensuring you are financially secure
  • Ensuring your family will not be financially traumatised if you suffered a disability or illness
  • Help to build wealth over the long term
  • Ensuring that your hard earned assets are distributed to their intended recipients, if you were to pass away.

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.

What do I do?

I provide education, direction and clarity to clients at all stages of their life through:

Wealth AccumulationIncome & Asset Protection
Debt ManagementSuperannuation
Estate PlanningCashflow Management

I work together with my clients to develop a comprehensive Financial Plan that allows them to reach their lifestyle and financial goals.

Why do I do It?

I am passionate about educating people in financial literacy to allow them to make more informed decisions about their future. With my knowledge and experience I am able to offer different strategies to ensure the goals of my clients are able to be achieved.

Who I do this for?

I enjoy working with people at all stages of their life. From those starting their first full time job to clients who are well into their retirement years. Everyone can improve their financial outcome so there is no better time to start than now.

Education and Professional AssociationsStanford

As part of ensuring I can consistently deliver professional advice to my clients, I maintain membership with the Financial Planning Association. Further, as a believer in ongoing education, I attended the Stanford University Graduate School of Business and completed the Certificate of Participation in the MLC Strategic Leadership Program.

What makes me different?

My commitment and honesty to my clients is what makes me stand out. I always ensure I have a comprehensive profile of my client and their needs before devising any strategies. My initial consultation is always complimentary and I regularly review my clients plan to ensure we remain on track.

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https://kathleen-lewis.com/