Lisa Taylor

Lisa has had 18 years’ experience in the financial planning industry working mainly in private practices in addition to a few years in one of the big industry funds.

Lisa believes everyone can benefit from strategic financial advice and enjoys creating long lasting relationships with her clients. Lisa aims to remove the complexity and finds fulfilment in giving her clients clarity and the guidance they need to reach their goals and live life to the fullest.

Outside of work Lisa enjoys traveling, stand-up paddleboarding, yoga and spending time with family & friends.