Kathleen Lewis, AFP®

I am dedicated to transforming people's lives by guiding them through strategic conversations that centre around what truly matters to them. In the morning of adulthood, typically between the ages of 21 and 45, I engage clients in discussions about crucial aspects like their children, education, and ensuring protection in case of unforeseen circumstances. By shifting their perceptions, I help them realize the significance of these factors and empower them to make informed decisions.
As individuals reach their prime years, roughly between 45 and 65, I initiate conversations about longevity and its financial implications. In an era where medical advancements have extended our lifespans, it becomes vital to plan for a future that includes financial security well beyond retirement. I emphasize the need for funding retirement until the age of 100 and beyond, considering the likelihood of a prolonged lifespan. This perspective shift also highlights the importance of intergenerational wealth transfer, as inheritances may not be received until individuals reach their own later years.
To help individuals shape their financial trajectory significantly, I advocate for investments in property, shares (both direct and managed), and ongoing education. These investments can have a profound impact on their financial well-being and prospects.
Moreover, I extend my support to those in the twilight years, assisting them in implementing strategies that provide a buffer against the volatility of investment markets. This is a responsibility I take on with care and pride, knowing the importance of safeguarding their financial interests during this stage of life.
Accessibility and holistic advice are at the core of my approach. By ensuring that my services are accessible to all and providing comprehensive guidance, I strive to be a trusted partner throughout my clients' financial journeys, helping them navigate the complexities of life and achieve their goals.

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