Realising there was never an “ideal” time to start a business, Lisa started her business when she was pregnant with her second child and right in the middle of the Global Financial Crisis.
Clearly she believed things could only get better and they certainly have. We have been fortunate enough to be able to build the business completely through word of mouth and referrals from our existing clients and referral partners. This enables us to spend time doing what we value most – working for our clients and not spending time on marketing.
We have been able to grow our business successfully by only working with clients where we can add significant value and peace of mind. As a working mother and business owner, Lisa understands that it can be difficult to find the time to manage the family’s finances and make decisions about money issues that you do not fully understand. Lisa has built the business around helping our clients make informed decisions and taking positive action for their finances and their future. She explains complex issues simply, in an easy to understand way and Sally, Sam and Liz then support her in implementing this advice and providing additional, ongoing service to our clients.