Lisa Haley

I am an adviser with over 20 years experience in the industry, and have helped clients through events like the GFC in managing their assets and having peace of mind they can enjoy retirement regardless of the ups and downs of the market through the right structuring of their affairs. I have a specialty in Aged Care to assist my clients in the later part of their life journey - to take the complexity of the jargon and the concerns about fees and affordability from this part of their life. Furthermore, peace of mind for most people is knowing their friends and family are looked after and on track. I work with families to help young people establish themselves in the world, through to helping with help at home and into care. It is rewarding to work with a family through the generations to maximise their position for all.