Lissy provided me with advice on my insurance and superannuation. Lissy was great at explaining things to me in a clear way. Through Lissy's knowledge and experience, I feel very confident that the advice given was right for my needs. Since I actioned Lissy's advice, her and her team have been very attentive and timely with any queries I had.
Lissy is confident and calm in her advising. She is available and keen to help and further offer strategies and ideas to suit your needs. I would highly recommend her services to all.
Lissy was so patient and caring. She helped so much when I lost my job with banking , Centrelink and just looking forward
There are plenty of advisers who are self interested. Lissy Wood is definitely NOT one of them. Her care and empathy and genuine concern to do what is right for her client is second to none. If every adviser had the knowledge, accessibility, integrity and humility that Lissy has the industry would be in a far better place. Thanks Lissy for everything you do.
Lissy helped us with insurance, protection and superannuation advice. She explains all aspects to us clearly and used great examples to help us understand. We're confident in her advice and as our situation changes over time we will look forward to Lissy's ongoing help.
Vestra Wealth Pty Ltd12 Gleeson St
Clare, SA 5453
- 9:00am – 5:00pm Monday – Friday
- Adviser status Platinum
- Number of reviews 17
- First year providing advice 2008
- Years of experience 15
- Graduate Diploma of Financial Planning
Capstone Financial Planning Pty Ltd