Kath Lewis

Predominantly, I look at how I can change peoples lives.

In the morning of someone's life - adults from age 21-45 we have strategic conversations with clients about what really matters in their lives. Do they have children, are they considering the education of their children. Do they have a mortgage, are they protected if the unthinkable were to happen.

I seek to change peoples perception of what it is that matters to them.

For those in the prime of their lives - age 45-65 we start to have the conversation about longevity. We live in a world where the morbidity age is increasing thanks to modern medicine.

Financially, this is significant. I say that for the first 50 years of someone's life, I am protecting them financially, from dying.

For the next 50 years of their life, I am telling them they need to be able to fund their retirement to age 100 and above - because they won't die. This is also important for the intergenerational transfer of wealth - If your parents aren't dying until theage of 100, then you will not receive an inheritance until age 70.

There are three investments we can make - property (houses), Shares (either direct or managed), and Education - this is ongoing in everyone's lives, and can change someone's financial trajectory.

We help those who are in the sundown of their lives, to put in place strategies which will provide a buffer to volatile Investment markets. This is done with care and pride.

We pride ourselves on being accessible, and providing holistic advice.

Please feel free to contact me directly on kath.lewis@arkfp.com.au or call the ARK Financial Planning office on 07 3036 5522 to book an appointment with me!