Strategic Financial Advice
Providing clarity in complex financial decisions through thoughtful, long-term advice designed to bring alignment, direction and confidence
Meet Alisa.
Alisa is a financial adviser and the founder of Align Wealth. After graduating from the University of South Australia with Bachelors of Commerce & International Business, she built her career within large banking institutions before establishing Align Wealth in 2020.
She is a Certified Financial Planner (CFP) through the Financial Advice Association Australia (FAAA), and holds an Advanced Diploma in Financial Services (Financial Planning). She is also Certified by the Responsible Investment Association Australasia and is an active member of the Ethical Adviser’s Co-Op. Closer to home, Alisa is involved in SA Woman and Spence Club, supporting women in business.
Based in Adelaide, Align Wealth provides clear, considered financial advice supported by ongoing advice and review. The practice works with individuals, families and business owners who value structure, clarity and a long-term approach to decision-making.
Alisa takes the time to understand each client’s circumstances, priorities and objectives. Advice is developed in a structured and considered way, tailored to the complexity of each client’s position. She works with clients to navigate financial complexity and support make informed decisions over time. Advice is provided within an ongoing relationship, with strategies reviewed and refined as circumstances, legislation and priorities evolve.
Our Services
Protection planning to safeguard your income, family and financial position
Risk & Protection Planning
Business Owner Advisory
Integrated financial advice for business owners navigating complex personal and commercial considerations
Structured financial modelling to inform considered decisions and clarify your long-term financial position
Money Modelling
Building, transitioning and sustaining retirement income with confidence and structure
Superannuation / Retirement Planning
A structured, long-term framework guiding financial decisions with clarity and purpose.
Financial Strategy
Reflecting environmental, social and governance considerations with your personal financial strategy
Responsible/Ethical Investing
How It Works
Our approach
Our advice process is designed to provide a clear and considered approach over time, supporting informed decision-making within an ongoing working relationship.
We begin by developing a clear understanding of your financial position, priorities and what you are working towards. This forms the foundation for all advice that follows. From there, we design a considered strategy aligned to your circumstances, setting a clear direction for future decisions. Once agreed, we guide implementation in a considered and measured way, ensuring each step aligns with the broader strategy. This initial advice process is typically in the range of $4,000 to $6,000, depending on complexity.
Advice is then reviewed over time as your circumstances, priorities and external factors evolve, providing continuity and clarity as decisions arise. Ongoing advice and review is generally around $330 per month, with costs adjusted where your circumstances involve multiple structures or more involved planning. Advice relating solely to personal insurance is generally considered separately and is not typically subject to the above fee ranges.
Client Experiences
“Income Protection was always a thought at the back of my mind and something i "should" arrange but kept putting it off, as i thought it would involve a mountain of paperwork and I just didn't have the time for that.
After talking to Alisa, I quickly changed my perception. Alisa was a wealth of knowledge and took the time to understand my needs and explain the types of covers available, to ensure that my assets I have worked so hard for would be protected, should the unfortunate happen. Alisa has made the process extremely painless.“
-Heath
“I have known Alisa Burns for a good few years now since I separated from my husband of 31 years. I was not in a good financial position at the time and wondered whether I would ever be able to enjoy retiring from work.
With Alisa's positive attitude and her financial knowledge, i was able to retire comfortably earlier this year, a little ahead of our original schedule. I could not have done this without her expertise and confidence. I completely trust her and respect the caution with which she manages my finances. I have also realised I can save.......... especially if some of my income is filtered off before I even see it!! She remains my go-to person for sound and effective financial advice and I would highly recommend her to everyone.”
-Anne