Dan Lewis Email and Phone Number
Dan Lewis personal email
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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!
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Financial Wellness CoachFinancial Wellness Group Nz Mar 2022 - PresentNew ZealandWe 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. -
Financial PlannerXclusive Insurance T/A Share_ Jul 2019 - Mar 2022
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Registered Financial AdviserFirst Financial T/A Share Oct 2016 - Jun 2019Christchurch, New Zealand
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OwnerNew Vision Consult Cc Apr 2011 - Oct 2016Durban Area, South AfricaConsulting, Change Management and Training to Corporates and SME's
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Certified Financial Planner ®Kairos Financial Planning Apr 2011 - Jul 2014Holistic personal and business financial planning
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Certified Financial Planner ®Plan For Life Jul 2010 - Mar 2011Durban Area, South AfricaConsulted with clients regarding personal financial and investment planning -
Financial AdviserShd Health And Wealth Consulting Apr 2008 - Jul 2010Financial Planner. Specialised in Health and Risk products and holistic financial planning.
Dan Lewis Skills
Dan Lewis Education Details
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Accounting And Finance -
Financial Planning Law -
St Henry'S Marist Brothers DurbanIeb With Exemption
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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