Everything a private adviser gives you. In one place.
Five tools, one ecosystem. See where you stand, name where you’re going, find the money to get there, and protect it all along the way.
See what you’re really worth.
For most women, it’s the first time they’ve ever seen it: every asset, every liability, and their true net worth, held together in one calm, clear view. No spreadsheets, no shame, just the honest picture and the quiet confidence of finally seeing the whole of it.
- Your complete net worth, live – assets minus liabilities, moving as your life moves
- Every asset and liability in one place – property, super, savings, loans, cards
- Debt-free progress on each liability, so paying it down finally feels like winning
- A wealth-building opportunity finder that shows where your next dollar works hardest
Give your money purpose.
This is where wealth stops being a number and becomes a life. Name the dream, then pin it to an image that moves you: the home, the trip, the year you stop working. Suddenly the money on your dashboard has somewhere to go, and every dollar carries a purpose you can feel.
- Link each goal to an image that inspires you, so your future is something you can see, not just a figure
- A target and a date for every dream, turning “someday” into a plan with a deadline
- Progress to goal, tracked live – know exactly how far you’ve come and how far is left
- On-track signals that tell you the moment a dream moves within reach
- Funded by your surplus, so your goals quietly begin paying for themselves
Find the surplus you didn’t know you had.
See exactly where your money goes each month and uncover the surplus hiding in plain sight. Aim for the 20% mark, the quiet number where freedom begins, then send that surplus straight to the goals that matter, so the life you want starts funding itself month after month.
- Every dollar in, every dollar out, sorted into committed, discretionary and mixed
- Your real monthly surplus, revealed – almost always more than women expect
- The 20% freedom target, with a progress bar that shows exactly where you stand
- Surplus linked directly to your goals, so building wealth becomes automatic
- Forecasting that shows what today’s surplus grows into over the years ahead
The one number that changes everything.
How much do you need invested to never have to work again, without ever drawing down the principal? Your Freedom Path shows you the number, the timeline, and the small, steady adjustments today that quietly bring that freedom closer.
- Your never-work-again number, calculated on your real position
- Three clear phases – where you are, where you’re heading, and what gets you there
- Risk and return scenarios, from cash to growth, explained in plain language
- The levers that move the date, so you can watch freedom arrive sooner
The foundation under everything you’re building.
Protection isn’t about fear. It’s about the freedom to keep living the life you love, even when life turns. See exactly what would keep you and your family safe if the unexpected arrived, calculated with the same private-client methodology Lisa has used for thirty years.
- The just-in-case foundation beneath every other plan you make
- How much cover keeps life funded, for as many years as you choose
- Present-value modelling – the same method banks and insurers use
- Tuned to your life – partners, children, income needs, all adjustable
