Dan Lewis

Dan Lewis Email and Phone Number

Financial Wellness Coach at Financial Wellness Group @ Financial Wellness Group NZ
Dan Lewis's Location
Canterbury, New Zealand, New Zealand
Dan Lewis's Contact Details

Dan Lewis personal email

About Dan Lewis

I work with Business Owners and Professionals to help demystify the road to financial wellness. This process involves listening to your story, understanding your life goals and helping align your financial strategy to create a dynamic plan that flexes, shifts and shapes as you progress along your journey. At a very basic level, I help you Save more money, Earn more money and Invest more money to create wealth, which leads to financial independence.At an emotional level, we will explore your relationship with money and I can guarantee some of your perceptions will be challenged.At an intellectual level, we will design a financial wellness plan based on your goals, underpinned by a cashflow management system that will help focus you and commit to a strategy to achieve independence, whatever that means to you.Feel free to get in touch and book in a 30 minute chat to see if we can work together. I look forward to meeting you!

Dan Lewis's Current Company Details
Financial Wellness Group NZ

Financial Wellness Group Nz

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Financial Wellness Coach at Financial Wellness Group
Dan Lewis Work Experience Details
  • Financial Wellness Group Nz
    Financial Wellness Coach
    Financial Wellness Group Nz Mar 2022 - Present
    New Zealand
    We don’t pretend to be the best advisers, although we know our stuff. Our goal is not to try sell you an insurance or investment product, but we can certainly help with these. What we are really about is taking the time to listen to your story, help you discover and put into words what is most important to you and then design a roadmap for you to achieve your best life.
  • Xclusive Insurance T/A Share_
    Financial Planner
    Xclusive Insurance T/A Share_ Jul 2019 - Mar 2022
  • First Financial T/A Share
    Registered Financial Adviser
    First Financial T/A Share Oct 2016 - Jun 2019
    Christchurch, New Zealand
  • New Vision Consult Cc
    Owner
    New Vision Consult Cc Apr 2011 - Oct 2016
    Durban Area, South Africa
    Consulting, Change Management and Training to Corporates and SME's
  • Kairos Financial Planning
    Certified Financial Planner ®
    Kairos Financial Planning Apr 2011 - Jul 2014
    Holistic personal and business financial planning
  • Plan For Life
    Certified Financial Planner ®
    Plan For Life Jul 2010 - Mar 2011
    Durban Area, South Africa
    Consulted with clients regarding personal financial and investment planning
  • Shd Health And Wealth Consulting
    Financial Adviser
    Shd Health And Wealth Consulting Apr 2008 - Jul 2010
    Financial Planner. Specialised in Health and Risk products and holistic financial planning.

Dan Lewis Skills

Investments Estate Planning Financial Planning Retirement Planning Tax Financial Advice Personal Finance Small Business Coaching Strategic Financial Planning Income Protection Disability Insurance Asset Allocation Critical Illness Life Insurance Holistic Financial Planning Financial Education Certified Financial Planner Change Management Consulting Training Finance Financial Planners Investment Advisory Wealth Management Retirement Pensions Inheritance Tax Planning High Net Worth Individuals Wealth Accumulation Investment Strategies Wealth Fixed Annuities Mutual Funds Financial Risk Financial Advisory

Dan Lewis Education Details

Frequently Asked Questions about Dan Lewis

What company does Dan Lewis work for?

Dan Lewis works for Financial Wellness Group Nz

What is Dan Lewis's role at the current company?

Dan Lewis's current role is Financial Wellness Coach at Financial Wellness Group.

What is Dan Lewis's email address?

Dan Lewis's email address is da****@****ail.com

What schools did Dan Lewis attend?

Dan Lewis attended Strategi Institute, University Of The Free State/universiteit Van Die Vrystaat, University Of Kwazulu-Natal, St Henry's Marist Brothers Durban.

What are some of Dan Lewis's interests?

Dan Lewis has interest in Social Services, Investing, Training, Squash, Golf, Financial Planning.

What skills is Dan Lewis known for?

Dan Lewis has skills like Investments, Estate Planning, Financial Planning, Retirement Planning, Tax, Financial Advice, Personal Finance, Small Business, Coaching, Strategic Financial Planning, Income Protection, Disability Insurance.

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