Experience the Millenium way

Ensure you have the right protection in place to secure your future and the future of your loved ones. Speak with our team of trusted advisers today and experience insurance the Millenium way.

Lisa Li

I have been working in the insurance industry since 2016. Thanks to my education background – double majors in Finance and Information Systems at Massey University – and five years with ASB Bank, I have achieved outstanding results in the first two years of my insurance career. I am a member of Million Dollars Round Table (MDRT) and a recipient of the International Dragon Award (IDA) and Ascend Award.

I believe success comes through diligence, knowledge and caring and it’s important to me that my clients feel they are taken care of.

As a mother of two lovely daughters, I know how important a tailored risk cover is to a family. I love being a professional advisor and excel in listening and understanding my clients’ needs. I provide personalised and affordable family risk plans that suit each client’s particular circumstances and I review these regularly.

I can be contacted via phone, Wechat and email and pride myself on timely responses.

Outside of the office, I like travelling and reading.

“You can either travel or read, but either your body or soul must be on the way” – unknown.

I am a member of AdviceQual Financial Advice Provider. To read the public disclosure of AdviceQual please click here

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