Tauranga

Lisa Weakley
Financial Adviser - FSP1003772

I’ve spent my career helping people navigate complex, high-stakes decisions — first working for immigration New Zealand in Wellington, Palmerston North, Shanghai and Singapore, and now in financial planning. It turns out the two have more in common than you’d think: both come down to careful judgement, weighing risk, and helping people make confident decisions when the stakes are high.

Nearly 15 years with Immigration New Zealand gave me a strong foundation in risk assessment and sound decision-making — an approach that now underpins how I work with clients.

I specialise in people approaching or in retirement, helping them make sure their wealth lasts, supports the lifestyle they want, and gives them confidence in the decisions ahead.

My role is to simplify the complex and provide clear, honest advice — without the jargon or the pressure.

I hold the New Zealand Certificate in Financial Services (Level 5) and am a Financial Adviser (FSP1003772) with SHARE NZ.

Outside of work, you’ll usually find me enjoying the outdoors or at the beach, or spending time with family and friends — exactly what good financial planning should make possible.