Strategic Financial Advice
Providing clarity through thoughtful, long-term financial advice designed to bring alignment, direction and confidence
Based in Adelaide, Align Wealth provides long-term financial advice for individuals, families and business owners. We help clients make informed financial decisions through advice encompassing wealth creation, financial structuring, cash flow planning, superannuation & retirement planning, and risk management.
Meet Alisa.
Alisa is the founder of Align Wealth and has worked in financial advice since 2006. She established the practice in 2020 after more than a decade advising clients within major banking institutions.
Based in Adelaide, Alisa works with clients across South Australia, providing strategic financial advice designed to support long-term wealth creation. Her approach is centred on building enduring client relationships and helping clients navigate increasingly complex financial decisions with clarity and confidence. She works closely with accountants, solicitors and other professionals where appropriate to ensure financial advice is considered within the context of each client's broader financial position.
Alisa is a Certified Financial Planner® (CFP®), a Certified Responsible Investment Adviser through the Responsible Investment Association Australasia, a committee member of the Future2 Foundation, an active member of the Ethical Adviser's Co-op, and is involved with Spence Club, supporting professional women in business.
Areas Of Advice
We provide strategic advice across a range of interconnected financial areas, helping clients make informed decisions as their circumstances evolve.
Protecting your income, family, business and financial position through considered personal and business protection strategies.
Risk Management
Business Owner Advice
Integrated financial advice for business owners navigating complex personal and commercial considerations
Using cash flow analysis and financial modelling to guide financial decisions and provide greater confidence about the future.
Cash Flow Planning & Money Modelling
Building, transitioning and sustaining retirement income with confidence and structure
Superannuation / Retirement Planning
Creating an effective financial framework to support informed decision-making and long-term financial flexibility.
Financial Structuring
Supporting long-term wealth creation through considered financial strategies aligned with your goals and priorities.
Wealth Creation
How We Work
Our approach
Our advice process is designed to provide a clear and considered approach over time, supporting informed decision-making within an ongoing working relationship.
We begin by developing a clear understanding of your financial position, priorities and what you are working towards. This forms the foundation for all advice that follows. From there, we design a considered strategy aligned to your circumstances, setting a clear direction for future decisions. Once agreed, we guide implementation in a considered and measured way, ensuring each step aligns with the broader strategy. This initial advice process is typically in the range of $4,000 to $6,000, depending on complexity.
Advice is then reviewed over time as your circumstances, priorities and external factors evolve, providing continuity and clarity as decisions arise. Ongoing advice and review is generally around $330 per month, with costs adjusted where your circumstances involve multiple structures or more involved planning. Advice relating solely to personal insurance is generally considered separately and is not typically subject to the above fee ranges.
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