With decades of experience across business ownership, investment, financial services, and strategic advisory, Lisa brings a commercial perspective that goes well beyond a traditional broker. She understands what drives value, how buyers think, and how to structure a sale process that creates competition, confidence, and premium outcomes.

Lisa works with owners across a wide range of industries, from owner-operated businesses through to larger mid-market transactions. She is known for her direct communication style, strong negotiation skills, rigorous buyer qualification, and ability to guide vendors through what is often one of the most important financial decisions of their lives.

She also understands that selling a business is not just a financial transaction. It is often the result of years of hard work, sacrifice, and personal commitment. Lisa combines commercial discipline with empathy, helping owners navigate the process with clarity and confidence.

Before entering business broking, Lisa built a successful career in wealth creation and financial advice, including founding and leading several businesses. She is also the author of eight bestselling books on money, investing, and property, and has been a regular contributor to the NZ Herald, Newstalk ZB, The Listener, Breakfast, AM Show, and 60 Minutes.

Clients value Lisa for her strategic thinking, professionalism, discretion, and genuine commitment to achieving the best possible result. Whether preparing a business for sale, identifying growth value, or managing a confidential sale campaign, she combines experience, insight, and energy to deliver outstanding outcomes.