About usThe story behind who we are

Our story begins in March 2009.

Lisa Footes founded Footes Financial Planning to provide people with clarity, security, and the freedom to enable them to enjoy life more.

Along the way, we have gathered a long list of awards. We are a small but strong company with a team of professionals on hand to provide an efficient and professional service with your best interests at the heart of everything we do.

Our values
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We always work to do better and to be different. We build relationships on strong foundations, with integrity, to create an impact, and help our clients live their lives fully and in a meaningful way.
Lisa Footes

Director and Financial Planner

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years

combined experience

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outstanding team members

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adorable office dog

Lisa is a certified mindset and financial coach.

As a certified mindset and financial coach, Lisa blends practical advice with emotional intelligence. Her approach helps you overcome barriers, unlock your full potential, and build the life you truly desire.

With Lisa, you’ll gain not just a solid financial strategy but also the confidence to pursue your dreams without self-imposed limitations.

Footes Financial Planning
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