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In The Media

  • “Are the costs of weddings getting too extreme?” – Talking Lifestyle 23rd October 2017 Read more
  • “Farmers life swings from farming to finance and back” – Professional Planner Magazine 17th July 2017 Read more
  • “How does super fit with your will” – Talking Lifestyle 9th June 2017 Read more
  • “Split Decision: How to survive divorce financially” – Colonial First State 6th April 2017 Read more
  • Interview with Dee Dee and Tim Webster on Talking Lifestyle Radio – 23rd March 2017 Read more
  • “Goals based investing changes how practices keep score” – Professional Planner Magazine 27th February 2017  Read more
  • “What legacy will you leave your children” – Interview with Tim Webster on 2UE Radio Talking Lifestyle – 10th February 2017 Read more
  • Australia Overnight with Alan Pearsall 3AW – 1st February 2017  Read more
  • Interview with Tim Webster on 2UE Radio Morning Mix  – 24th January 2017 Read more
  • “Taking it to the next level – owning your own business” – IFA February 2016 Read more
  • “Lisa’s Wild and Precious Life” – Euroa Gazette January 2016 Read more
  • “What women want – building a female-friendly practice” – IFA December 2015  
  • “How to save 20% of your salary” – CBA MyWealth InFocus October 2015   
  • “Strip away the jargon for female clients” – Money Management October 2015   
  • “Differing rules on direct property “astounding” – Money Management October 2015 Read more
  • “Woman’s touch does the trick” – Money Management October 2015 Read more
  • ” How to start building your wealth” – CBA My Wealth In Focus January 2015 
  • ​​”Building a brand the strategic way” – The Australian Journal of Financial Planning November 2008 Read more

Speakers Kit – Bio

The attached Bio is provided for your use in promoting presentations where you have engaged Lisa’s services in her capacity as a speaker and can be downloaded by clicking on the image.

For booking enquiries please contact 9874 4311


The following images are provided for use where you have engaged our services for a speaking role.  Click on the high resolution images below to view a larger version.

  • 2016 Finalist Money Management Fund Manager of The Year Awards – Financial Planner
  • 2015 Winner Money Management Women in Financial Services – Financial Planner of the Year
  • 2013 Finalist in Whitehorse Business Awards – Small Business Category
  • 2013 Financial Wisdom Victorian/Tasmanian Practice of the Year
  • 2013 Financial Wisdom National Referral Practice of the Year
  • 2012 Nominated for AFA Female Excellence in Advice Awards