Nathan Lewis

About Nathan Lewis

Nathan Lewis — Principal & Mortgage Adviser, Sona Financial
Sona Financial is a specialist mortgage advisory and brokerage based in Bardon, Brisbane's inner north west. Advisory first, brokerage second — built for clients who want a lending adviser for life, not just a broker for today.
Nathan works with clients who already have something built. Established homeowners with equity. Investors growing or restructuring portfolios. Business owners and self-employed clients with complex income structures. People sitting on equity they haven't yet put to work. The common thread is that their next move matters — and getting the structure right is as important as getting the approval.
With over 20 years in finance, including time inside the banking system's own credit assessment team, Nathan understands how lending decisions are made from both sides. That background shapes everything at Sona — from how files are prepared and presented, to how strategies are structured to protect what clients have built while supporting what they're building toward.
What working with Sona looks like:
Every engagement starts with a real conversation — your full position, your goals over the next few years, and the moves you're already thinking about. From there, the strategy comes before the application. Lender selection, structure, and timing are built around where you're going, not just where you are.
Settlement isn't the end of the relationship. It's the beginning of it.
Sona works with a limited number of clients at any one time. Depth over volume — every time.
Specialist areas include:

Upgrading and equity strategy
Investment property and portfolio structuring
Self-employed and complex income lending
SMSF lending
Refinancing and debt restructuring
Equity release and access

Brisbane based. Australia wide.