Lisa McPherson

I act as a personal coach for client's money. I bring knowledge, expertise and guidance to identify and help achieve specific lifestyle goals to enable client's to realise their full financial possibilities.

I specialises in the management of

• Superannuation, including Self Managed Superannuation Funds
• Retirement products, including pensions
• Personal and business insurance
• Centrelink
• Managed Investments
• Funeral bonds
• Margin or investment loans
• Aged Care