Make it easy for people to think differently about finances.

Let me show you how.

 

You know the financial products and services you offer are not about getting rich or doing taxes. It’s about bettering people’s lives. Yet most consumers still misunderstand what financial planning involves. Work with me and I’ll help potential clients understand why your expertise matters. Why they need to be your client.

Do you need a copywriter?

A QUICK RUNDOWN

I'm a copywriter who writes to be read by your target market. I write in a voice that accurately reflects your business and values. I don’t use financial jargon to sound smart. I write to be understood and trusted.

Good copy can increase sales, generate leads and helps clients improve their Google visibility. Let’s work together if you’d like that to happen.

IS THIS YOU?

You’re a financial professional with a great skillset built on the best financial practices. You know your way around money, investments and long-term wealth. Running a business though is another kind of know-how. It’s hard work, people-intensive and time-consuming, and that’s before you even get to the copy and marketing.

One of the best business decisions you can make is to outsource your copy to an expert.

Services

I can help you

 

Be as clear as a bell.

 

There's a lot that's said about finances, investments and wealth, and it can be tough to separate signal from noise. Research shows that more than 40% of people have misconceptions about financial advisors. Is your expertise clear to your clients and target audience?

 

Grow your revenue.

 

Good copywriting boosts revenue by:

  1. Enhancing web visibility through SEO keywords and Google-friendly descriptions.

  2. Growing a community on the preferred social platform of your audience.

  3. Addressing pain points in easy-to-understand language.

  4. Persuading with insights into human behaviour.

 

Establish clients for life.

 

The best financial advisory business thrives on lasting trust. Your expertise, backed by effective communication, nurtures these relationships.

Does your website do this? Are your emails impactful? Do your blog posts convey your values and address client needs with thought leadership?

A consistent, client-focused presence builds enduring trust, extending beyond one generation. .

Meet your newest champion

I’m Lisa. I have always loved stories, of every kind. Reading them, writing them, listening to them and observing them unfold before me. When I realised that money is about stories, not numbers, I began to see the finance world differently. Today, I write stories about money because it is a tool I believe in. A tool that can change lives when well managed. I can help you get in front of clients and potential clients and have your story resonate. Together we can change people’s lives for the better

CEO Sunel Veldtman, Foundation Family Wealth

“Initially we approached Lisa for the editing of our client communication and newsletters. However, Lisa quickly became a valuable strategic partner. She offers useful insight through her accurate observations and deep research. Lisa is direct and detail-orientated but works equally well with strategy and overviews.”

Erika Koen, Marketing Manager, Adviceworx

“Lisa offers valuable insight and crafts her copy accordingly. She refines her brief to ensure the outcome hits the mark. She is a pleasure to work with too.”

Testimonials