Lisa Davis

Financial Adviser


M: 021 194 3920 |
Lisa's Expertise

Background and Experience

Lisa has over 12 years’ experience in the industry working in various roles within the insurance sector from claims to underwriting and broking.  She has experienced various lines of business such as aviation, property, casualty, marine, accident and health, financial lines, and multinational programs, servicing many global and corporate accounts, and clients.   She has a wide range of knowledge, and because of her background understands the wider implications of the insurance landscape and how it impacts the customer.  

Lisa has experienced first-hand how events can change your life in an instant, but also the impact of how well managed personal affairs can leave things and make things just that little bit easier for your family in what will be undoubtedly some of their most stressful times.  Understanding your needs and requirements is the most important thing to Lisa so that she can provide the best advice, and the most appropriate products and solutions for you.  Her client focused approach means she will work with you and you can rely on her to assist at any stage throughout the process.  

Lisa has a passion for travel, and has taken every opportunity to get out and see the world.  She has lived not only in a number of locations in NZ including Dunedin, Wellington, New Plymouth, Palmerston North and Christchurch, but also in Samoa, the UK, Ireland and most recently Australia for five years.   Having lived away from Christchurch for eight years years, Lisa returned home in 2016.  Describing herself as a ‘foodie’, she has been enjoying all the new restaurants, bars, and rediscovering the sights and sounds of Christchurch.

Get In Touch

Contact Lisa on 021 194 3920  | or alternatively send us an online enquiry below.
5th Sep by Lisa Davis

From relying on only Pharmac-subsidised drugs to thinking you’re fully covered by your work health insurance, Lifetime adviser Lisa Davis warns of the common mistakes we make when selecting health insurance and how best to avoid them.