“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!”
Director & Strategic Coach
Bachelor of Management Studies – 1st Class Honours
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 complimented by her genuine, positive, and empathetic disposition.
In her office you’ll find a poster with a quote from investment guru, Warren Buffett: “Someone is sitting in the shade today because someone planted a tree a long time ago”.
That 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
"I'm really inspired by the outcomes that we can achieve for people."
"I really liked Karyn's down to earth personality and feel really excited for her to help us get some control of our finances and mortgage with a clear plan moving forward."
"Karyn listened to what I was saying and understood what I was wanting. She also did her 'homework' which allowed us to cover significant ground."
"Karyn has a calming nature and breaks the process down into small chunks so it doesn't feel overwhelming".
Bachelor of Commerce – Accounting & Finance
Post-Graduate Diploma in Commerce – Finance
Karyn combines an impressive financial pedigree with a skill for simplifying financial jargon and a passion for helping people succeed.
A career that’s traversed the big banks and business consulting means she has intimate knowledge of lending structures, knows her way around a balance sheet, and is skilled in helping clients manage their cashflow.
Her banking experience has shown her that the size of your income is not the key determinant of who gets ahead, and who ends up with lots of toys but also lots of debt!
Working as a financial coach is her dream role because she’s now able to channel her expertise towards helping clients achieve their goals.
With a friendly, calm, and caring disposition, Karyn makes sure her clients feel heard, and builds long-term relationships so she can walk beside them on the journey to a better financial future.