Lisa Kirk

Financial Adviser


Quick Questions with Lisa

Are you messy or organized?
Physical stuff - messy
Electronic - OCD

Choose your Mr. Men/Little Miss, to describe your work personality?
Little Miss Busy. I always have a thousand things on the go

Motto or personal mantra?
If you're not moving forward, you're going backwards.

What are your hopes for your career?
This job is my end goal so I would hope to continuously evolve myself and my team to be the best it can be.

What do you like to do on your days off?
Ride bikes with my family and tend to my vegetable garden

What do you like most about your job?
When clients make a point of thanking us for making a meaningful difference to their lives. Because we do what we do day in, day out, you often lose perspective of the impact we can make.

If you were stuck on an island, what 3 things would you bring?
Swimmers, bottomless margaritas and a good book.

What is your greatest fear?
What my kids are up to if they've been quiet for more than 10 minutes

What is your favourite movie?
Bohemian Rapsody or Love Actually or The Notebook - who only has one.

What books are at your bedside?
Heads you Win by Geoffrey Archer and Awaken the Giant Within by Anthony Robbins