Lisa’s role is designed to provide experienced and dedicated financial advice to clients who are ready to take the next step in their business.
Having a staff member dedicated to supporting our clients in their workplace ensures they are getting the timely and accurate advice they need to reach their goals.
Before joining WK as a Manager, Lisa worked in the United Kingdom, and New Zealand in a variety of project and financial management roles. She now spends her days on-site with clients, helping them reach their financial goals – in fact, she’s never at her desk!
Lisa lives with her partner, a keen rugby coach, and her two boys. She can often be found supporting them from the sidelines in Marlborough or being a taxi for her two active boys.