+27 21 975 9032

info@corewealth.co.za

Office 4, First Floor,
Heritage Square,
Vrede Street,
Durbanville 7550
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Lisa Paulse

Associate Financial Advisor
In 2017, Lisa was selected by Core Wealth Advisory Services to complete the ASISA Academy IFA internship as a Para-Planner. On completion of the internship she was taken on as a permanent member of Core Wealth and now acts as an Associate Financial Advisor.

Lisa takes great pride in dealing with clients and has a profound interest in assisting with their retirement, risk and estate planning. She is currently studying towards her Post Graduate Diploma in Financial Planning and plans to attain the CFP® Professional designation in 2020. Lisa is also a Finance Columnist for 2 local magazines; Khayelitsha Views and Atlantic Seaboard Views where she shares some of her finance related thoughts, experiences and knowledge each quarter.