Lisa’s 20-years of experience has taught her that if progress requires living a life on a financial diet, it won’t be sustainable, or inspiring!

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.  Lisa forms great relationships with her clients while simultaneously devising strategies to improve their financial trajectory.

Lisa’s clients love that her guidance and support provides them with a clear understanding of what they are capable of. It’s especially rewarding for her when clients are surprised by how much progress they’ve made.

Practical, approachable, and empathetic – Lisa embodies the qualities of a great financial coach.

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!

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