Simone Lewis

Simone’s journey in finance began at a stockbroking company, but her desire to make a more significant impact on clients’ lives led her to transition to financial planning in 2005. Over the years, she has held various roles, including paraplanner, associate adviser, technical support specialist, and practice manager. Simone takes pride in her extensive technical knowledge and loves sharing it with others.

At Capital Partners, Simone collaborates with associates and senior advisers to craft transformative financial strategies for our clients. She was drawn to Capital Partners because of our shared values, especially the commitment to independent advice and doing what’s right for clients. Simone finds great fulfilment in witnessing the relief and peace of mind clients experience once a solid financial plan is in place.

In her spare time, Simone enjoys spending time at the beach and going down south with her family. She is committed to continuous personal growth and making lasting, positive impacts in her professional and personal life.