Director & 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 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
Bachelor of Management Studies – 1st Class Honours
20A Jean Batten Drive
Bay of Plenty