SEE ME TO TALK ABOUT:
- Paying your mortgage off faster
- Growing your wealth
- Mastering property investment fundamentals
- Getting ambitious with your financial strategy
- Preparing for retirement
FINANCIAL ADVISER & STRATEGIC COACH:
Lisa’s 25 years of experience have taught her that if progress requires living life on a financial diet, it won’t be sustainable, or inspiring!
When Lisa’s clients walk through her door, she is focused on understanding their financial situation and supporting them to build a strategic plan to improve it.
Lisa finds that her position as ‘a fresh set of eyes’ allows her to look at the big picture on behalf of her clients. She believes that every situation can be improved on and that the best time to start working on a financial plan is today.
Practical, approachable, and empathetic – Lisa embodies the qualities of a great financial coach. Driven by a passion for improving her clients’ financial outcomes, Lisa is a believer of the phrase ‘don’t let perfect be the enemy of good.’
The best financial advice Lisa has ever received is to take action. She is a deep analyser and enjoys weighing up all the options, and she brings this superpower to her coaching sessions. She then inspires her clients to take the bull by the horns and act on their strategic plan to get results.
That’s why she spends time getting to know what makes her clients tick, so she can design and implement the right strategic plan to help them get ahead while still living a life they enjoy.
Originally from the UK, Lisa now loves living in Wellington, close to the sea, and believes every day is a good day in the capital!
WHAT LISA’S CLIENTS SAY ABOUT WORKING WITH HER:
- “Lisa is non-judgemental, very kind and has a real passion for helping people be the best they can be.”
- “Lisa was open and honest with us. She builds rapport quickly and effectively.”
- “Really challenged some of my perceptions and assumptions about my spending and saving habits, absolutely fantastic.”
- “Lisa was excellent – Knows her stuff and respectfully worked us through our financial situation while asking the questions we needed to be thinking about.”
