“I went to work at a bank when I left school because I was good at maths. I grew in that role, progressing through all the departments and also giving financial advice. I then left to start my own business, a personal tax consultancy and tax advisory. My late husband joined me, and we successfully grew the business until it had a staff of about 12. He sadly died from cancer when I was 33. I later decided to focus on the aspect of the business I found must rewarding – financial planning. With tax and financial planning, the process is all about building relationships. We deal with confidential, rather personal information, and trust is crucial to both. However, I found financial planning a more efficient use of time. I’m able to provide more service and help more people. That has been my focus ever since I joined BDO. I’ve learned that customers are looking for a partner with whom they can walk their financial path through life, and I’m proud to be that partner for my clients.”
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!
*Subject to approval