Building Your Future. Together.

We work with you to tailor a solution to help meet your financial goals and objectives, whatever they may be.

At Capital Wealth Management we specialise in providing holistic and individually tailored advice that helps to improve the personal lives of our clients by appropriately positioning and protecting what they have today, planning for what they want in the future and how best to achieve these goals.

Meet Our Principal Adviser

Joel Lewis

DIRECTOR & PRINCIPAL FINANCIAL ADVISER

Joel has worked in Financial Services since 2003 across a range of different areas including funds management and insurance. More specifically Joel has been a Financial Adviser since 2013 working with a broad range of clients and strategies. His experience and knowledge allows Joel to tailor customised financial solutions to each client and really get to the heart of what matters most. Joel is passionate about helping his clients and gets great satisfaction from doing so.

Joel likes to spend his spare time with his wife Anna and their family. He enjoys catching up with family and friends, sport (of any kind) and watching a good TV series.

Joel Lewis is an Authorised Representative (AR No. 1003850) of Capital Wealth Management Pty Ltd. Advice is provided by him through Capital Wealth Management Pty Ltd, a Corporate Authorised Representative (AR No. 1278123) of Future Private Wealth Ltd ABN 42 644 103 417 : AFSL 527243

Joel’s qualifications include:

Certified Financial Planner®;

Bachelor of Commerce (Financial Planning & Management);

Member of the Financial Advice Association of Australia (FAAA);

Accredited Aged Care Professional (ACS); and

Accredited Listed Product Adviser (ASX ALPA).

“We have been working with Joel for 5 years now and he has demonstrated to us in all our dealings that he is very professional, knowledgeable, likeable and honest. Another important fact is his ability to communicate effectively. He explains issues in layman’s terms. We have always left meetings with a clear understanding of what Joel has spoken about. I genuinely believe that Joel is providing excellent service as he wants the very best outcomes for his clients. ”

Richard and Les

“Joel helped me completely overhaul my finances with great results. Before I went to see Joel I thought I was doing OK, but Joel helped me in areas I didn’t even know I needed it! He makes it easy to understand the confusing financial stuff, and you can tell he is really passionate about what he does. I would highly recommend Joel to anyone looking to make smart financial decisions.”

Ray and Jenny

“Joel helped us to prepare for our next major financial decisions and investments, with a clear pathway the goals we shared with him. Having worked with Joel for years now, we trust his advice and have benefitted from his services.”

Mark and Suzi