Lisa Naidoo
Financial Adviser
Helping you grow and protect your
money—like family would.
“As a financial adviser, my goal is to offer more than just advice — it’s to be a steady hand and a listening ear, helping you make thoughtful choices that bring comfort today and security for tomorrow. Together, we’ll shape a future that feels just right for you and your family — warm, balanced, and truly
your own.” Lisa Naidoo
About me
My name is Lisa Naidoo, and I’m deeply committed to helping individuals and families feel more confident, secure, and empowered in their financial journeys.
As an accredited financial adviser, I’m qualified to guide you across the full suite of Discovery solutions — including Life, Invest, Medical Aid, Bank, and Insurance. I hold a FAIS-accredited qualification and an RE5 license, ensuring that my advice is both compliant and rooted in best practices.
But beyond the paperwork and policies, I believe that financial planning is about people — their dreams, their challenges, and the life they envision. I take the time to truly understand what matters most to you, so we can create a plan that feels right, not just on paper, but in real life.
I’m also a wife and proud mom of two, so I understand firsthand the importance of protecting what matters most — and planning wisely for the future.
Whether you’re just starting out, planning for your family’s future, or simply want a clearer view of your finances, I’m here to offer guidance that’s thoughtful, honest, and always in your best interest. Let’s work together to build a future you can feel proud of.
My promise to you
As your financial adviser, my promise is to walk alongside you with care, clarity, and commitment. I understand that financial decisions aren’t just about numbers — they’re about your family, your future, and the life you’re working hard to build.
With a FAIS-accredited qualification and RE5 license, I bring both professionalism and heart to every client relationship. I will always prioritise your best interests, offering support that adapts as your life evolves.
You can trust that I’ll be here — not just at the beginning, but for the long run — committed to helping you create financial peace of mind and a future you can feel proud of.
Let’s build something meaningful together.
Contact me for a Quote