MenuLisa Kirk CFP®
About Me
I make it easy for my clients to be financially successful and in control, providing them freedom to achieve their dreams and focus on what's important. We specialise in helping our clients make smart financial decisions including repay their home loans quicker than they thought possible and building their wealth with a goal of providing more options in the future.
Areas of Focus
- Cashflow management
- Debt management
- Divorce
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree -
Years of Experience 12 Years -
Licensed By Clarity Success Freedom Pty Ltd
