Lisa Weakley
Registered Financial Adviser - FSP1003772

As a recently qualified Financial Adviser, I am committed to building a trusted relationship with my clients by giving them the best advice to reach or exceed their goals of growing their wealth for the future.

In March 2020, I was due to fly out to Mumbai, India to take up a diplomatic post to work for Immigration New Zealand, before COVID-19 changed my plans. A decision was made to close the Visa Processing Office in Mumbai and this meant that my diplomatic position was no longer available.

After nearly 20 years working for Immigration New Zealand, managing offices in New Zealand, China and Singapore, I had the chance to re-evaluate my career and decide what was really important to me. Throughout my time at Immigration New Zealand the most rewarding part of my job was granting residence to hundreds of people who wanted to call New Zealand their home.

When I started working for SHARE NZ in Tauranga, I realised that the work is not too dissimilar, you want what is best for your clients and your relationship is built on trust, honesty and respect.

I am incredibly proud of my journey to become a Financial Adviser and start a new career assisting clients with building their wealth for their retirement and focus on their financial wellbeing.

Outside of the office, I enjoy playing golf with friends, going on cycle trails around the country and spending time relaxing with family and friends.