Wealth.
- a plentiful supply of a particular desirable thing.
Wealth can be perceived as many things, knowledge, money, possessions, happiness etc. To be “Wealthy” is a concept left to the imagination of the individual dreaming of this objective. That’s why at Align Wealth, we not only support you to find financial balance but also strive to enable you to reach your “Wealthy” goal, no matter your perception of the word.
Meet Alisa.
Upon completing her Bachelor of Commerce & International Business at The University of South Australia in 2006, Alisa has worked as a Financial Adviser ever since. With a track record of working for reputable banks, Align Wealth was established in 2020. Alisa holds an Advanced Diploma in Financial Services (Financial Planning) and is a Certified Financial Planner (CFP) through the Financial Adviser Association Australia (FAAA). She is also Certified by the Responsible Investments Association of Australasia and is an active member of the Ethical Adviser’s Co-Op. Closer to home, she is involved in SA Woman and Spence Club, supporting females in business.
Alisa prides herself on her ability to connect with her clients and listen to their concerns and goals. She will assist you to make the most of your finances whatever your situation, tailoring her service to your needs. At Align Wealth, Alisa will work towards bringing your finances to a balanced place and go further to better your situation and bring your “Financial Well-being” to a place you dream of. Whether your goal is to enhance, protect your wealth or work towards your dream retirement, we can help.
Our Services
Life Insurance & Income Protection
Protect you and your loved ones should the unexpected happen.
Business & Agricultural Industry
Whether you’re buying, selling or managing your business
Responsible Investing
Avoid industries you dislike while still investing in companies having a positive impact
Superannuation / Retirement Planning
Ensure your retirement will be something to look forward to.
Financial Advice
Make the most of your money and be confident in your financial decisions.
Investing
Be confident in your investments
See what our clients think of us!
“Income Protection was always a thought at the back of my mind and something i "should" arrange but kept putting it off, as i thought it would involve a mountain of paperwork and I just didn't have the time for that.
After talking to Alisa, I quickly changed my perception. Alisa was a wealth of knowledge and took the time to understand my needs and explain the types of covers available, to ensure that my assets I have worked so hard for would be protected, should the unfortunate happen. Alisa has made the process extremely painless.“
-Heath
“I have known Alisa Burns for a good few years now since I separated from my husband of 31 years. I was not in a good financial position at the time and wondered whether I would ever be able to enjoy retiring from work.
With Alisa's positive attitude and her financial knowledge, i was able to retire comfortably earlier this year, a little ahead of our original schedule. I could not have done this without her expertise and confidence. I completely trust her and respect the caution with which she manages my finances. I have also realised I can save.......... especially if some of my income is filtered off before I even see it!! She remains my go-to person for sound and effective financial advice and I would highly recommend her to everyone.”
-Anne