Our team
At The Prosperity Group, our people are at the heart of everything we do. We're a close-knit team with a shared commitment to helping our clients feel valued, understood, and financially well organised - at every stage of life.
Lisa Steel
Principal financial advisor and founder
Lisa has been a financial adviser since 2001 and brings over 20 years of experience to her role.
She founded The Prosperity Group in 2008 to build a business focused on strong client relationships, sound advice and real care.
Known for her calm, clear approach, Lisa takes the time to understand what matters most to each client - helping them feel informed, supported and confident about their financial future.
Sally
Paraplanner and client strategist
Sally has been part of The Prosperity Group since 2010 and plays a key role in developing personalised financial strategies for our clients.
With an Advanced Diploma in Financial Services, she works closely with Lisa to research, prepare and review advice that’s tailored to each client’s unique goals.
Sally is detail-oriented, reliable, and passionate about helping people make sense of their options.
Amy
Client services coordinator
Amy is often the first point of contact for our clients and brings a warm, professional presence to every interaction.
She manages appointments, handles client queries, and ensures documents are prepared and processed with care.
Amy keeps things running smoothly behind the scenes, so our clients always feel supported and well looked after.
Hannah
Client services and administration
With a background in financial services and a strong eye for detail, Hannah supports the day-to-day operations that keep our advice process moving efficiently.
Since joining The Prosperity Group, she’s become known for her friendly nature, strong organisational skills, and commitment to ensuring a seamless experience for both clients and the team.
