Jonathan Lewis


Group and Employee Benefits Specialist


BCom Economics & Management


T: 03 372 1969 | M: 021 492 144 |

Specialties

  • Helping clients secure their financial futures through asset protection.
  • Providing free advice on insurance plan structures.
  • Tailoring insurance to clients specific needs.

About Jon

Hi I’m Jon.

I am father of two, I enjoy taking the kids swimming and running with my wife and attempting to do long distance triathlons - myself not the kids - which my wife tolerates thankfully.

I’m passionate about my job here as a registered financial adviser. Being a father of two I know that life is never static which is a good thing, my role here is to ensure that you have a Plan B is in place so the curve balls life throws at us don’t interfere with us achieving our goals and impact upon our families. You will find I am honest, hardworking and at times exhausted as all parents understand.

My Three Golden Rules

  1. Starting is easy when you look back on it.
  2. A goal without action is just a wish.
  3. What's hard to do is generally worth it.

 

Jon made the process of sorting our insurance really easy, he spent the time with us to truly understand our needs, thoroughly recommend.

M Geddis

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