Bisi Money is a different kind of financial planning company. We help Australian’s secure their financial future through property ownership and smart spending and saving strategies. You don’t have to have money to make money, you just need a plan.
The Great Australian Dream lives here, and anyone can have it.
We were fed up with financial advisers not addressing the needs of most people. That’s why we started Bisi Money. It’s not about products and it’s not about commissions. It’s about giving advice that will help you today, tomorrow and for the rest of your life.
Whether it be a house to live in, or even an investment property, we help you build security the way that feels right for you and we guide you through every step of the way.
We’re reinventing financial advice for Australia.
What we value
We value open and honest collaboration,
To combine professional advice with the latest technology to empower clients with the management of their money so they can build the life they want… sound simple?
We’ve made it simple.
CONSCIOUS Of their overall financial position
CONFIDENT When making choices about their future
CLEAR On where their decisions are taking them
COMFORTABLE With money, and with our advice
“I show people what they can achieve, then provide the framework for them to achieve it.
There’s too much complexity in financial planning and not enough help with the basics. Everyone deserves to know exactly where they stand financially, and where they are headed.”
Lincoln is the founder of Bisi Money and has over 10 years experience in financial services with 7 of these years as a financial planner/advisor. Lincoln has a passion for helping clients build security through property ownership and smart spending strategies. He has completed his Advanced Diploma of Financial Services (Financial Planning), Certificate IV in Mortgage Broking, Geared Investments, SMSF, Listed Securities through Kaplan Professional. He has a Bachelor of Business Administration from Macquarie University with majors in Statistics and Finance.
“I feel a great sense of achievement when I see clients reaping the benefits of their newly awaked financial awareness. I am passionate about helping families feel comfortable about their future financial position and how they are going to best provide for their loved ones”
Elizabeth is a Director of Bisi Money and responsible for overseeing all client services. Elizabeth brings a wealth of knowledge and experience to her role given her past success in some of Australia’s leading investment banks and advisory firms including Tibra Capital, Wilson HTM, Ord Minnett, UBS Wealth Management and most recently, Macquarie Bank.
Elizabeth has completed her Diploma of Financial Services and is currently undergoing further studies in the area of financial counselling and money management.