Qualifications
& Memberships
- Graduate Diploma Financial Services
- Cert IV Finance Mortgage Broking
- ICFS Specialised SMSF Adviser
- Margin Lending Specialist
Areas of
Expertise
Lisa will help align your financial circumstances with your most important family and lifestyle goals with the ultimate aim to gain clarity, confidence and direction in building a strong and sustainable financial future.
Private Wealth Coaching
I can help with: creating an action plan to bring your ideas of financial freedom to life; effective budgeting, debt management and accelerated wealth building strategies; protection and preservation of your assets; income protection and strategic estate planning.
Spending time identifying and reviewing these issues can have a profound effect on your financial well-being. It is critical that your strategy be flexible enough to accommodate change and most importantly be tailored to fit your unique personal and financial circumstances. This ensures you and your family have the money, time and freedom to enjoy the best possible benefits of your income and investments.
Specialties
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
Lisa's ideas of Financial Freedom
To provide better options for my children’s education
To explore the world, learn new cultures and languages.
To drink Champagne at sunset in Paris at least once a year. Ideally from the balcony of my own apartment.
