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Lisa Murray

Client & Administration Assistant

Experience

  • Lisa brings over 20 years’ marketing experience, with expertise in SaaS accounting, SMSF, and document management software.
  • In her role, Lisa applies her extensive industry knowledge and organisational expertise to assist both clients and the wider team by managing workflows and ensuring smooth day-to-day operations providing reliable, proactive support.

Key person protection

Ownership protection

Employee protection

Working with our planners

Engagement process

Cashflow management

Debt management

Wealth management

Personal risk management

Retirement readiness

Estate planning

Our Philosophy

Our History

Our Solutions

Community

Awards