At Lovisa Financial Services, we are passionate about providing well-informed, holistic, and trusted financial advice. We believe that quality financial guidance has the power to transform lives — helping our clients feel more confident, secure, and in control of their future.
Our mission is simple: to make high-quality financial advice accessible, personal, and genuinely helpful — so our clients can make smarter decisions and live more fulfilling lives.
We work with people from all walks of life — from young professionals and families to established business owners — our speciality is helping retirees and pre-retirees plan for a confident and comfortable retirement. Whether you’re seeking to build wealth, manage debt, protect your family with the right insurances, or create a legacy through smart estate planning, we are here to guide you with care and clarity.
Our advice spans all key areas of financial planning, including retirement strategies, superannuation, investment planning, insurance, tax strategies, and more. We tailor every plan to your goals, values, and stage of life — no jargon, no one-size-fits-all solutions.
At the heart of our approach is a genuine commitment to relationships. We take the time to listen, understand what matters most to you, and provide tailored strategies that align with your personal goals. Our advice is grounded in technical expertise, practical experience, and a sincere desire to see you succeed.
Meet Our Principal Adviser – Renato Lovisa
Renato has been part of the financial services industry since 2013, bringing a decade of experience and a deep commitment to helping individuals and families achieve both financial and personal goals.
Before becoming a financial adviser, Renato worked for six years in client relationship management and paraplanning roles within respected financial planning practices. These early roles shaped his strong technical foundations and refined his client-first approach — an approach that remains at the heart of our practice today.
Renato holds a Bachelor’s Degree in Economics of Enterprises and Markets and a Specialist Degree in Economics. He has also completed a Diploma of Financial Planning, obtained Kaplan-accredited certifications in Tax for Financial Advising, Estate Planning, and Commercial Law. He is currently pursuing a Master’s in Financial Planning, underscoring his dedication to continuous learning and professional excellence.
Renato understands that taking the first step to seek financial advice can feel overwhelming. That’s why he focuses on creating a welcoming, thoughtful, and engaging client experience from the very beginning. By exploring your current circumstances and identifying what truly matters to you, he will work with you to define your short, medium, and long-term goals — and help you to make clear, confident decisions about your financial future.