FINANCIAL ADVISER & STRATEGIC COACH:
Helping people improve not only their financial future but their lives has become slightly addictive for financial adviser, Alisha Brady.
And you can see why when her clients report moving from feeling stressed and frustrated to feeling positive and able to move ahead with purpose – to the point where they do indeed tell her ‘you changed our lives!’.
Alisha has a depth of experience derived from running her own business and working in investment banking, equities, portfolio management, and research in New Zealand, the UK, and the US.
That expertise is complemented by her genuine, positive, and empathetic disposition.
Her favourite quote comes from investment guru, Warren Buffett: “Someone is sitting in the shade today because someone planted a tree a long time ago”. And this underpins Alisha’s approach to her role as a financial coach – she’s helping sow the seeds that will allow you to one day sit back in the shade.
WHAT ALISHA’S CLIENTS SAY ABOUT WORKING WITH HER:
- “Thank you for getting us to a point where our future is brighter, and our financial intelligence is greater – you have really changed our lives”
- “I liked how knowledgeable and professional Alisha was. She listened and wasn’t judgemental”
- “We loved how comfortable we were talking with Alisha about our finances. She made it easy for us to see some direction – and that was just the first meeting!”
