Lisa Taylor

Holding over two decades of experience in the financial planning industry, Lisa has worked mainly across private practices as well as several years working at one of the big industry funds. This vast range of experience has made her knowledgeable in a variety of financial areas including investment planning, retirement and tax planning.

Lisa believes everyone can benefit from strategic financial advice and enjoys creating long-lasting relationships with her clients. She finds fulfillment in removing complexity, giving her clients the clarity and guidance they need in order to reach their goals and live life to the fullest. 

Lisa believes in continuous learning and personal growth, spending her spare time traveling, being outdoors, and with family, friends, and her young dog Lottie.