Monalisa Urquhart

Financial Adviser
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Monalisa brings a fresh, dynamic perspective to FinLife, drawing on her experience from the worlds of commerce and top-level sport. A former Black Fern and multiple world champion of women’s rugby, Monalisa has spent years working with finance, operations, and compliance. She enjoys acting as a bridge for her clients, translating new, complex and potentially confusing data into simple, relevant information.

She holds a BSc in statistics from Otago University and, in 2016, was awarded a scholarship to join a group of fewer than 40 New Zealand businesswomen in the Breakthrough Leaders Programme, run by Global Women. Most recently, Monalisa completed her Personal Financial Planning Business Studies diploma from Massey University.

Since 2017 she has sat on the board of the New Zealand Barbarian Rugby Club, helping with her unique female perspective and loves giving back to the youth and other communities.

“I’m very excited to be part of the amazing FinLife team. It’s my pleasure to be my clients’ champion supporter, helping them become the winner of their wealth and retirement plan.”

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A disclosure statement is available on request, free of charge.