- Completing Masters Financial Services
- Graduate Diploma Financial Services
- Advanced Diploma Financial Services
- Cert IV Finance Mortgage Broking
- ICFS Specialist in SMSF
- Margin Lending Specialist
We offer an ongoing one-on-one guidance and support program to assist with managing some of the changes required to break old habits and keep you on track in meeting your goals and aspirations.
For business owners and managers who want to provide their staff with an educational series that provides loyalty and understanding. As a partner your employees receive access the following:
• Educational forums run by professionals in their field of expertise. Forum such as Back to Basics – Money Management, Asset Accumulation & Management, Effective Debt Management, Estate Planning Lifestyle, Health and Fitness.
• Individual Guidance & Education; identifying financial & lifestyle goals, effective money management and addressing concern about their financial circumstances.
• Group Insurance: protecting your business against disability, illness and or injury.
Goal Identification ● Accountability Coaching and Support ● Cash Flow Management ● Financial Planning ● Portfolio Management ● Savings and Wealth Accumulation ● Debt Review and Management ● Wealth and Asset Protection ● Financial Management and Guidance ● Education
Meet our team
Lisa will help align your financial circumstances with your most important family…