Lisa Connor
Wealth Management Adviser
Lisa joined JBWere New Zealand in 2017, specialising in Private Wealth Management. She brings over 25 years of experience in financial markets, having previously worked as a Rural Manager at The National Bank and, more recently, as an Associate Director supporting Ultra High Net Worth clients at ANZ Private Bank.
Lisa works in a team with Jon Tierney and Wendy Shan, taking a partnership approach to investment management—believing this collaborative model delivers the best outcomes by ensuring clients receive personalised advice and access to specialist, tailored solutions.
She holds a Bachelor of Commerce (Lincoln University), is a NZX Adviser and is a Financial Adviser. Lisa is focused on assisting clients to achieve their goals, both professionally and personally, and is extremely passionate about developing long standing relationships.
Her experience includes assisting business owners through the transition of operating a business to managing their personal wealth. Lisa has extensive experience working with those gaining NZ residency under the New Zealand Government's Investor Pathways including the most recent Active Investor Plus Visa “Balanced” and “Growth” categories. Outside of work Lisa enjoys spending time with family and friends, travelling and showing pedigree dairy cattle.
Lisa also serves as a Trustee of the North Harbour Club and Charitable Trust, which promotes excellence by encouraging and providing financial assistance to the young people of the region who are achieving excellence in their chosen field.