Lisa has impressive experience and skills. A successful entrepreneur who owned and managed her own successful businesses (in financial services) for over 20 years. She brings an extraordinary depth of knowledge, understanding and empathy to her clients. Her core skills are - Wealth creation and management, International wealth management, Intergenerational financial planning, Retirement and Retirement planning, Life, risk and business assurances, Medical aids and pension schemes, Wills, estates and trusts.
Lisa specialises in planning for retirement at the time of retirement. She is also an expert in providing impartial financial planning advice to focus on the best interests of those going through divorce. In her experience having a financial planner during a divorce can be the difference between a workable settlement and a unequal financial mishap
- Registered and accredited financial planner
Lisa lost her husband at a young age and brought up her family while running her businesses. She loves reading, current affairs and travelling. The aforementioned being accompanied by a glass of good Cape wine!