31/07/2026
One of the best parts about moving into our new office has been getting to work alongside Sara Lewis from Lewis Consulting & Finance.
Sara brings over 20 years of experience in the finance industry, and every day we're reminded how valuable it is to have different professionals working together for the same client.
People often don't realise that a mortgage broker and a financial planner can make a great team. While Sara helps clients find the right lending solutions, we help them build a plan for their long-term financial future—whether that's protecting their family, growing their wealth, planning for retirement, or making the most of what they have.
By working together, we can look at the bigger picture instead of just one piece of the puzzle.
We're also able to offer joint appointments, so you can sit down with both of us at the same time. It makes the process easier, keeps everyone on the same page, and helps create a plan that truly works for you.
We feel incredibly lucky to have such a great local business sharing our office, and we're looking forward to helping even more people in the Hervey Bay community achieve their financial goals—together.