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Dan Lewis is listed as Financial Wellness Coach at Financial Wellness Group NZ, based in Canterbury, New Zealand. AeroLeads shows a matched LinkedIn profile for Dan Lewis.
Dan Lewis previously worked as Financial Planner at Xclusive Insurance T/A Share_ and Registered Financial Adviser at First Financial T/A Share. Dan Lewis holds Financial Services Investment Level 5, Accounting And Finance from Strategi Institute.
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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!
Listed skills include Investments, Estate Planning, Financial Planning, Retirement Planning, and 32 others.
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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.
Christchurch, New Zealand
Durban Area, South Africa
Consulting, Change Management and Training to Corporates and SME's
Holistic personal and business financial planning
Durban Area, South Africa
Consulted with clients regarding personal financial and investment planning
Financial Planner. Specialised in Health and Risk products and holistic financial planning.
Activities and Societies: Student Law Counsel Black Lawyers Association Completed Advanced Diploma in Financial Planning to qualify.
Activities and Societies: Student Representitive Council, Law Student's Council, Black Lawyer's Association, Completed LLB honours
Activities and Societies: Cricket, Water polo, Soccer, Debating, Chess, Tostmasters, Athletics
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Dan Lewis works for Financial Wellness Group NZ.
Dan Lewis is listed as Financial Wellness Coach at Financial Wellness Group NZ.
Dan Lewis is based in Canterbury, New Zealand while working with Financial Wellness Group NZ.
Dan Lewis has worked for Financial Wellness Group Nz, Xclusive Insurance T/A Share_, First Financial T/A Share, New Vision Consult Cc, and Kairos Financial Planning.
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Dan Lewis holds Financial Services Investment Level 5, Accounting And Finance from Strategi Institute.
Dan Lewis is listed with skills including Investments, Estate Planning, Financial Planning, Retirement Planning, Tax, Financial Advice, Personal Finance, and Small Business.
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