Lisa has always been fascinated by the process of financial planning, given its practical application in everyday life. She has a passion for the business environment and enjoys encountering a wide range of people. She thrives on doing things well and being efficient.
Lisa joined Chartered Wealth Solutions in 2016 as an Articled Planner. She enjoys working in the Wealth Creation space supporting clients who are not yet ready to retire with their financial planning, investment strategy and insurance planning. She draws her inspiration from Chartered Wealth Solutions’ definition of RetiremeantTM - having the freedom to achieve your yet unfulfilled dreams and goals, on your terms and in your own time.
Lisa holds a BCom (Psych) degree from Stellenbosch and completed her Post Graduate Diploma in Financial Planning through the University of the Free State in 2015 whilst living in Cape Town. Lisa obtained her CERTIFIED FINANCIAL PLANNER® status in 2018.
Lisa grew up in East London in a tight-knit family with two sisters. In her spare time, she listens to music and is involved with youth worship and leading a community group at her church. She loves watching and playing sports – her favourites are water polo, swimming and hockey. Lisa also likes adventure, travel and exploring new things with her husband, Mark.
Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)