Melissa Lewis

Meet Melissa Lewis – a Certified Financial Planner (CFP) and FAAA Accredited Aged Care Specialist who brings both expertise and genuine care to every family conversation. Her warm, approachable style makes even complex financial topics feel manageable, and families often tell us they finally feel heard and understood.

Melissa's unique strength is seeing the whole picture—whether you are planning retirement or building wealth for the next generation or navigating aged care for parents.

She makes complex financial decisions feel manageable and ensures every family member's needs are heard and coordinated.

With Melissa, you gain a knowledgeable ally who truly understands that financial decisions ripple through generations.

My passion is to help find solutions, and provide peace of mind, as I believe that a large component of overall good health and well-being comes from taking one of the main stresses away from people -understanding and managing money. I have over 25 years' experience in the financial services industry and continue to love every minute of it. I am a CERTIFIED FINANCIAL PLANNER® professional, which is the highest designation that can be achieved by a financial planner.

If you are:

• Looking for a plan to retire?
• Looking to retire with Confidence?
• Looking to get your financial stuff sorted?
• Looking to start investing or create passive income?
• Looking to get your insurance sorted or reviewed?
• Looking to protect and preserve your legacy?
• Looking for help to navigate the complexities of age care and Centrelink for your loved ones?

I can help!

I have a very strong focus on giving quality advice and will therefore delve to ensure that You and I are on the same page and therefore have the right structures in place to meet your objectives that should "Make a Difference" to you.

Outside of work, you will see me tackle many different adventures with my Husband, and continuously learning as I move through life's journey.