Alisha is passionate about financial planning because it is a dynamic, interesting and creative profession. She also believes that a relationship between a client and adviser should be collaborative and transparent to assist in developing trust whilst working towards their ultimate goals.

By developing holistic financial planning solutions and considering your total balance sheet, she seeks to help you maximise your opportunities to prepare for and enjoy important life stages.

Alisha is motivated by being able to assist you in achieving both your financial and personal goals. By helping educate you on financial matters, Alisha empowers you to make financial decisions easily.