Bernie Lewis offers choice of solutions for your key financial needs: home loan, super, insurance and investments. The solutions we recommend are facilitated by our wide choice of financial services partners, who we’ve carefully selected to ensure they provide reputable, cost effective financial solutions.
We also work with the below businesses to provide greater services to you.
Cusoff Cudmore Knox
Cosoff Cudmore Knox (CCK) is a leading law firm in Adelaide, made up of experienced and reputable lawyers. They are dedicated to maintaining a positive relationship with their clients through personalised service and practical advice. The expertise and experience of their lawyers ensures that they provide service of the highest quality.
CCK has an alliance with Bernie Lewis to provide our clients:
- Personal estate planning
- Tax advice
- Trust law advice
- Estate administration
MGA Insurance Brokers
MGA Insurance Brokers (MGA) has over 35 years experience in risk advice and general insurance, providing clients with solutions for their insurance needs.. With 20 offices across Australia, MGA have broad access to all Australian and overseas insurance markets, to ensure they deliver the right advice with experienced, qualified and professional insurance personnel. The joint venture between Bernie Lewis and MGA means that Bernie Lewis clients have access to valuable general insurance solutions, and importantly, choice of insurance providers.
BLHL Conveyancing Services
BLHL Conveyancing Services are specialists in all kinds of property related matters and can act as your legal representative when you buy or sell a property.
BLHL Conveyancing Services has an alliance with Bernie Lewis to provide our clients with assisting in purchasing or selling, including:
- completing and lodging documents to ensure that the ownership transfer occurs smoothly
- searching the certificate of title, government departments and local authorities for anything that may affect the property such as encumbrances or caveats
- ensuring that all special conditions in the contract are fulfilled before settlement takes place
- requesting funds to proceed to settlement by liaising with financial institutions
Toop & Toop
Toop & Toop has more than 20 years experience in real estate. They are dedicated to providing outstanding service, impeccable ethics, unique marketing and passion for innovating the real estate industry.
Toop & Toop can assist our clients with:
- Buying or selling a property
- Property management
- Relocating
- Home styling
ZEN Home Energy Systems
ZEN was established in 2004. In 2007 they launched their range of ZEN Home Energy Systems and then 2 years later launched a commercial division. ZEN is now a dominant player in the Solar Home Energy market in Australia.
ZEN can assist our clients with:
- Home solar and energy systems
- Solar hot water
- Rainwater harvesting
- Commercial solar and energy systems
BMT Tax Depreciation Quantity Surveyors
BMT Tax Depreciation is an innovative and leading company that specialises in the preparation of tax depreciation reports. They pride themselves on maximising depreciation deductions for property investors, the quality of their reports, and ability to meet fast turnaround times.
BMT has an alliance with Bernie Lewis to provide clients with:
- A full site inspection of the investment property/s
- Estimations and advice on what can and can’t be claimed
- A full report which can be provided to your accountant outlining exactly what can be claimed each year
- Australia wide service
- 7 day turn around on reports from the site inspection date
- A discounted fee which comes with a guarantee and is 100% tax deductable
Click here for more details.
