Strategic Financial Advice
Providing clarity in complex financial decisions through thoughtful, long-term advice designed to bring alignment, direction and confidence
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.
Based in Adelaide, Align Wealth provides considered financial advice and ongoing strategy for clients across South Australia. Alisa works closely with clients to understand their priorities, concerns and long-term goals. Her approach is grounded in clarity, structure and thoughtful advice, tailored to each client’s circumstances rather than a one-size-fits-all solution.
At Align Wealth, our focus is on helping clients make informed financial decisions and maintaining a considered strategy over time. Whether the objective is building and managing wealth, protecting what you’ve built, or planning for a secure and comfortable retirement, advice is provided within an ongoing relationship designed to evolve as life and priorities change.
Our Services
Risk & Protection Planning
Protection planning to safeguard your income, family and long-term financial position
Business Owner Advisory
Integrated financial advice for business owners navigating complex personal and commercial considerations
Responsible Investing
Investment approaches that align with your values
Superannuation / Retirement Planning
Building, transitioning and sustaining retirement income with confidence and structure
Financial Strategy
A structured, long-term framework guiding financial decisions with clarity and purpose.
Investing
Investment portfolios designed to support your broader financial strategy and evolving priorities
Client Experiences
“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