Lisa Linfield

Personal Details

Bio

Lisa Linfield is a personal finance expert, international keynote speaker and host of her podcast Working Women’s Wealth whose aim is to teach 1 million women about money.

Lisa is a board Certified Financial Planner (CFP), is CEO of a wealth and investment management business, has an Honours degree in Financial Planning with over 20 years of corporate financial services experience in the UK and South Africa.

She’s been featured in Forbes, Thrive Global Contemporary Business, Investing for life and other podcasts.

Current position (2)

CEO

Southern Pride Wealth

Founder

Working Women's Wealth

Degrees (4)

B.Com Honours in Financial Planning

University of Johannesburg

2015 to 2017

Postgraduate

University of Oxford

2003 to 2014

Certificate in Corporate Finance

London Business School

2001 to 2002

B.Sc. Honours - Physiotherapy

University of Witwatersrand

1994 to 1997

Presentations

Presentations (4)

Five practical steps to get you to retire quicker

Key objectives
1. The hidden benefits for today of a strong vision of financial freedom (retirement)
2. The three pillars you need in place before financial freedom
3. The 5 most practical steps you can take to get there quicker

Health and wealth: If you can understand health, you can understand wealth

As both a qualified Physical Therapist and CFP (Certified Financial Planner) Lisa is uniquely positioned to speak on the intersection of health and wealth - the mindset and identity shift it takes to achieve both.

Key objectives
1. Financial stress is one of the key issues where most people have no idea where to start. But they can relate easily to the pillars of health.
2. By using the pillars of health as a backbone, we go through what people need to do in order to reach financial health.
3. The audience will leave understanding the 7 steps to health and wealth.

Brave to be Free

Key objectives
1. For each person to walk out knowing that it's in the micro-moments of bravery that we will change our world, and the world around us... not some huge major life change.
2. The power of 5 simple steps to create our best life possible
3. The one key shift we all need to make to ensure it sticks.

[Gender Pay Gap] The one conversation that is worth $4.5m

Key objectives
1. Whilst there are many researched reasons for the gender pay gap, the more important question for women is how can they close their own gap.
2. The cornerstone is within our own control, and understanding how to overcome it and why it is so important to ourselves and our families is crucial to a successful outcome.
3. We'll look at 5 steps to asking for what you're worth.

Testimonials (4)

I love the fact that Lisa is so passionate about teaching women about money, and she has set herself a target to teach 1 -million women about money by the time she turns 50. I highly recommend Lisa as a speaker, to light the fire of financial freedom with the audience
Clodagh Da Paixao
Wealth expert Lisa Linfield delivered her Brave to be Free speech at a Gauteng Women in Insurance even in July 2018. Lisa’s presentation, which drew on her own experiences around wealth management and achieving financial freedom, was insightful, practical and engaging – and enlightened the audience as to how, with a little work, they can also ensure the futures they want. Lisa’s passion for her subject is infectious. Every woman in the audience left inspired by her message, and much better equipped to seek and secure her own financial freedom. I would therefore not hesitate to recommend Lisa as a speaker on the subject of wealth management, in particular as it pertains to empowering women to attain financial freedom.
Sara
Verified
Lisa’s enthusiasm is infectious, she engaged with the organizing staff members leading up to the event in a personal and professional manner. On the morning of the breakfast, she spontaneously attended the morning’s activities prior to her session to engage with and get a sense of her audience. During her presentation her passion and enthusiasm for her life goal was palpable throughout the session. She manages to deliver a powerful message in a simple direct manner- that made it appealing to a broad based group of women from the CFO to the officer cleaner. In my opinion, the key to a successful presentation is simplicity and authenticity underpinned by impeccable preparation. Lisa attains this with ease – effortlessly sailing between important monetary truths and lessons and her own personal anecdotes and experiences ensuring the presentation felt more like a conversation rather than a lecture. This kept the audience engaged and inspired to change their relationship with money. In addition, she held true to her promise of no maths nor financial jargon! I am convinced that every woman in the audience, including myself, had at least a small mind-shift and took home a tool or truth that they could start their personal journey to attain their financial freedom. The feedback after the session was uplifting and I realized the enormous power of passion and action colliding. I highly recommend Lisa as a speaker at your next event, and invite you to “Be the change you want to see I the world “ Gandhi
Dr. Bronwen Crawford
Verified
It is rare to find a speaker who connects with her audience in an authentic way, but Lisa Linfield did exactly that! She shared her personal journey with our Women in Finance Network members at our recent event, leaving her audience inspired and energised to be the best that they can be. Lisa’s heartfelt talk on being Brave to be Free was a moving presentation that touched the heart and soul of her audience. She connects on a deeply personal level, leaving behind a story of hope, motivation and energy! She is truly a breath of fresh air!
Kim Potgieter
Verified

Personal Details

Presentations

Books & Articles (1)

Expertise (18)

Testimonials (4)