Who we are
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.
Brennen Lewis
Financial Adviser/ Wellness Coach – FSP102244
A bit of background about me:
I have been in the financial services industry since 2005. 5 years in South Africa and 10 years in New Zealand.
I have a beautiful wife and 2 amazing boys and understand the dynamics of family life, finances and getting the best care for my clients.
My services at FWG provide you with advice on financial matters, making financial recommendations on ways that best to suit your personal and business life. My role involves researching the marketplace and advising you on products and services available that best meets your needs.
I work towards understanding the financial needs of my clients. My greatest satisfaction comes from seeing you create a bright financial future by helping you protect what is most valuable to you and your loved ones.
Here at FWG my goal is to better your future by giving you that financial freedom we all desire.
Dan Lewis
Financial Adviser/ Wellness Coach – FSP 524726
I am married to an amazing wife, Julie and our passion is our four children, Jesse, Jayden, Zac and little Gabriel. We educate our children from home and my family is a big part of my business. I work with my brother Brennen and am truly privileged to honestly say I love my work and the people I work with.
I am a licensed Financial Adviser, specialising in Wealth Management and Financial Life Planning. I have completed the NZ certificate Financial Services, Level 5, as well as holding a bachelor of laws with honours and a postgraduate degree in financial planning (South Africa).
I have 16 years’ experience in the Financial Services Industry, both in New Zealand and abroad.
I follow a client-centric, values-based approach to Financial Planning, helping clients live their best lives.