Stop Wishing and Start Planning Your Life
Ark Financial Planning Brisbane
Our Financial Planning Services
Create the future you want with financial planning tailored to your needs.
The Ark Financial Planning Process
Find out how we work and can help you achieve your financial goals.
Ark Financial Blog
Get helpful tips and advice to help you in your financial journey.
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.
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.
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.
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:
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.
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.