Lisa’s mission is economic empowerment. She wants you to be in control of your finances, not controlled by them. Little steps today make a big difference tomorrow. Start taking those steps.
Sometimes the smallest thing can trigger a profound realisation in you that propels your life in a certain direction or becomes a core truth in the way you live your life. Other times, profound changes are driven by a life-changing event. For me, it was a bit of both. One was when my father died suddenly when I was 13 years old, the other was an encounter with a client early in my career.
Both of these events continue to have a significant influence on my life and drive my ambition to share the truth that anyone can use money as an enabler to living the life they want. I have very clear memories of the first few years after my father died. I didn’t really know what was going on in the background, because I was a child, but I did know that our family life changed dramatically. We never had a lot of money up to then, but afterwards we really had nothing.
Fast forward a number of years. I’m a young, aspiring financial adviser working in a small practice, when a middle-aged woman comes in for help because her husband died suddenly. I am so moved to see the tension and stress she is holding across her entire body. She is consumed by fear. Throughout her marriage, she had not participated at all in the family finances, and now her husband is gone she has no idea if she has any money to live off or even if she is in debt.
After working with her and going through her finances, we were able to tell her that her husband had managed their finances well. We put a financial strategy in place that would make sure she had enough money to live off for the rest of her life, albeit without her husband. It was a tough conversation. But as soon as she realised she would be okay, the stress drained out of her body and she looked like a different woman. The vision of this metamorphosis happening before my eyes — from fear to peace of mind — is still vivid. While the circumstances were different, this prompted me to also reflect on the loss my mother experienced when my father died, and how access to the right financial advice could have helped her.
From that moment, I decided this was my calling.
I want to help you gain confidence, clarity and control over your finances so that you can have security and financial freedom.
I want economic empowerment of women and girls and their families.
And I want it now!
Is this your listing? Directory listings for Promana Professionals are free to verified members.
Manage your listingIs this your listing? Directory listings for Promana Professionals are free to verified members.
Manage your listingIs this your listing? Directory listings for Promana Professionals are free to verified members.
Manage your listingIs this your listing? Directory listings for Promana Professionals are free to verified members.
Manage your listing